RenMac Off-Script: Bond Market Takes Hostages

Apr 11, 2025 · 50m 42s
RenMac Off-Script: Bond Market Takes Hostages
Description

RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th...

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RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.
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Author Jeff deGhttps://www.spreakraaf
Organization Jeff deGhttps://www.spreakraaf
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