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.
가입 September 2015
1.1K 팔로잉 중 63.5K 팬
If growth is expected to be above trend and inflation is already running above target, it’s tough to get long the front end.
Neil Dutta says an October rate hike may be on life support after weak labor-market data, but investors should not embrace the dovish outlook too quickly
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