RenMac Off-Script: Money Illusion
发布时间 2025-08-15 17:00:29 来源
摘要
RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; market leadership from small caps to Asia and the improvement in consumer discretionary relative to staples; and why the government’s stake in Intel is part of a more muscular industrial policy approach to strategic sectors.
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