RenMac Off-Script: Higher for Longer, Wronger for Longer?

发布时间 2026-10-16 16:03:10 来源

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摘要

RenMac breaks down another round of troubling inflation data and why the Fed’s reluctance to hike in October likely cements action in December. The team examines why improving market breadth may be misleading as defensive stocks lead, growing stress in credit markets, and how rising living costs and geopolitical risks could shape the midterms and markets.

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RenMac Off-Script: Higher for Longer, Wronger for Longer?

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中英文字稿