RenMac Off-Script: Soft now, hard later?
RenMac - En podcast af Jeff deGraaf, Neil Dutta, & Stephen Pavlick - Fredage
Kategorier:
The RenMac team discusses the DOJ’s classification conundrum, the latest consumer price inflation print, why the soft landing thesis might only be temporary, the improvement of discretionary against staples, and early momentum indicators.
