RenMac RenMac Off-Script: Inflation Affirmation
Nov 17, 2023
RenMac discusses the impact of inflation data on policy, real yields as predictors of nominal rates, Taiwan's significance in Biden-Xi meetings, and Congress avoiding difficult decisions.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Current State of the Economy, Real Yields, and Diplomatic Talks
04:13 • 5min
Diverse Discussions: Ukraine, Artificial Intelligence, Fentanyl, Government Shutdown, and Congressional Challenges
09:02 • 2min
Political implications of keeping government open and potential candidates if Biden steps aside
11:20 • 3min
Upcoming durable goods orders, toxic culture at FDIC, and potential impact on banking regulations
14:49 • 3min