RenMac Off-Script: Nvidia’s Scary Shadow Over S&P

发布时间 2024-05-24 23:03:03 来源

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RenMac discusses why the Nvidia phenomenon may have overshadowed some broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.

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RenMac Off-Script: Nvidia’s Scary Shadow Over S&P

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中英文字稿