March 1, 2024 • 15 mins
RenMac discusses the relief rally in response to inflation data coming in as expected, why a stronger economy doesn’t linearly map to inflation, how a May Fed cut could be underpriced, another gov’t can-kick, how Michigan sent warning signs to both candidates, whether Haley will still in after Super Tuesday, the firmness of global indices, and relative weakness in utilities and staples.
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