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RenMac

RenMac Off-Script: Bond Market Takes Hostages

Freitag, 11. April 2025 · 51 min

MP3

Shownotes

RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession outlook, tariff miscalculation, rising correlations, and the implications of the 10th best single day on the S&P in 100-years.

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