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Вміст надано Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Manage episode 401308690 series 2531218
Вміст надано Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Manage episode 401308690 series 2531218
Вміст надано Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industrial production, the crowded calendar that awaits Congress when it returns, why Neil wasn’t impressed with his Moscow grocery experience, what is and is not a momentum market, and whether bond yields are a better buy now or later.
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