RenMac Off-Script: Summer Soft-Patch
发布时间 2025-08-01 16:45:11 来源
摘要
RenMac unpacks the sharp job revisions and weakening prime-age employment suggesting contraction, explores the Fed’s credibility crisis and potential for a September-to-December rate cut cycle, critiques Trump’s strategic positioning on the Fed Chair with Waller as the dark horse and flag narrowing breadth, seasonality risks, and why copper’s news-driven breakout may be a trap.
GPT-4正在为你翻译摘要中......
