RenMac: Renaissance Macro Research
@RenMacLLC
Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.
Joined September 2015
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Yes, the labor market is not consistent with overheating. But that is besides the point. The minutes laid out three things: strong AI-related demand, the conflict in the Middle East, and the effects of tariffs. Check. Check. Check.
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GS: The Economy Is Not Experiencing Macroeconomic Overheating, Which Is The Strongest Rationale for Raising Interest Rates
