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2min chapter
“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
Forward Guidance
Speculations on Election Outcome Impact on Fiscal Policies and Introduction to RenMac Renaissance Macro Research
The chapter explores the potential influence of the upcoming election outcome on the fiscal deficit and the economy, presenting contrasting scenarios based on whether the government is unified or divided. Additionally, insights on RenMac Renaissance Macro Research and a sponsor mention for Vanek's Morningstar wide mode ETF are also highlighted.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode