RenMac Off-Script: Data and Industrials
Feb 21, 2025 ·
30m 49s
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Description
RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality...
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RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac mailbag.
show less
Information
| Author | Jeff deGhttps://www.spreakraaf |
| Organization | Jeff deGhttps://www.spreakraaf |
| Website | - |
| Tags |
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