RenMac

RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?


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RenMac discusses the possibility and potential implications of Biden’s withdrawal from the presidential race, his likely replacement (will Democrats bypass Harris?), when and how many times the Fed will cut rates, small cap versus large cap, what recent and upcoming data can show about markets, and the future of the semiconductor trade.
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RenMacBy Jeff deGraaf, Neil Dutta, & Stephen Pavlick

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