RenMac Off-Script: The Golden Age
发布时间 2025-10-10 15:59:12 来源
摘要
RenMac debates whether the Fed’s planned cuts can offset aslowing labor market and rising unemployment, as markets bet liquidity will keep equities buoyant. The team discusses the deepening government shutdown and its missing “pain point,” the global drivers behind gold’s parabolic surge, andWashington’s growing industrial policy push into rare earths. They close by flagging warning signs in semiconductor sentiment and how shifting cyclical trends could define year-end market moves.
GPT-4正在为你翻译摘要中......
