RenMac Off-Script Podcast: Claims, Cuts, and Complacency

发布时间 2024-08-09 23:59:18 来源

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摘要

RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala’s VP pick (why wasn’t it Shapiro?) and the changing presidential odds, the Nikkei and the liquidity picture, as well as important data on deck for next week.

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RenMac Off-Script Podcast: Claims, Cuts, and Complacency

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中英文字稿