RenMac Off-Script: Confidence Game
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摘要
The RenMac team discusses the latest jobs blowout, why the Fed is less likely to cut now, the importance of nominal incomes, how the banking consternation is not causing a bigger market reaction, why breadth improves to match the market but not the other way around, little change in the put/call ratios, and the latest on the debt limit drama.
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