RenMac discusses:
- The latest shift in polls in the continued razor-thin election.
- The latest inflation data and how the sequence of jobs and inflation is impacting the Fed’s trajectory.
- The overbought condition in yields and the marginal benefit it should have for cyclicals vs defensive names.
- The bullish spread between equity volatility (VIX) and corporate credit
- Bitcoin Commercial Hedger positioning.
資訊
- 節目
- 頻率每週更新
- 發佈時間2024年10月11日 下午7:30 [UTC]
- 長度28 分鐘
- 年齡分級兒少適宜