RenMac Off-Script: Don't Fist Fight the Fed
RenMac - A podcast by Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fridays
Categories:
RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.
