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RenMac

RenMac Off-Script: Clock Ticking on Trade

Freitag, 25. April 2025 · 28 min

MP3

Shownotes

RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week’s employment data.

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