RenMac Off-Script: Data and Industrials

发布时间 2025-02-22 01:00:08 来源

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摘要

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.

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RenMac Off-Script: Data and Industrials

摘要

中英文字稿