RenMac Off-Script: Psyched for Cyclicality
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摘要
The RenMac team discusses the improvement in global manufacturing and services PMIs, why a need to rebuild inventories could lead to strong manufacturing growth, how the rest of the world is following the early cycle script, the value vs. values debate regarding ESG on the Hill, the Supreme Court’s skepticism over Biden’s student loan relief plan, why the market cycle clock is in the bullish direction, the deterioration in defensives like health care, and reasons to get psyched for cyclicality.
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