RenMac Off-Script: Trump Bump
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RenMac discusses:
1) The latest shift in polls in the continued razor-thin election.
2) The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
3) The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
4) The bullish spread between equity volatility (VIX) and corporate credit
5) Bitcoin Commercial Hedger positioning.
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Weekly Macro Economic Podcast, Macro Research