RenMac
RenMac Off-Script: Debate Bait
May 17, 2024
Topics discussed include Biden's debate terms, encouraging inflation data, spending of Biden's billions, improving beta vs average momentum, peak in short rates, election year seasonality, and China resembling the U.S. in 2009.
26:39
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Quick takeaways
- Debate terms favor Biden, potential vulnerability highlighting in debates, strategic advantage considerations
- Inflation data mixed, moderate sectors, cautious market outlook, potential decline in bond yields favoring bonds
Deep dives
Debate Scheduling and Terms Favoring Biden
Two debates have been scheduled away from a neutral platform, favoring Biden, potentially using moderators who may highlight Trump's vulnerabilities. The timing and network choices raise questions about potential advantages being strategic in nature.
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