RenMac Off-Script: Trump Bump

发布时间 2024-10-12 03:30:15 来源

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RenMac discusses:The latest shift in polls in the continued razor-thin election. The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.The bullish spread between equity volatility (VIX) and corporate creditBitcoin Commercial Hedger positioning.

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RenMac Off-Script: Trump Bump

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中英文字稿