RenMac Off-Script: Money Illusion
Update: 2025-08-15
Description
RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; market leadership from small caps to Asia and the improvement in consumer discretionary relative to staples; and why the government’s stake in Intel is part of a more muscular industrial policy approach to strategic sectors.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
