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RenMac Off-Script: Fed Swallows Whistle
RenMac is joined this week by Kevin Muir, author of The Macro Tourist and co-host of The Market Huddle podcast to discuss why the Fed has run out of …
12 hours ago
RenMac Off-Script: Breaking Glass
RenMac breaks down Treasury's move to double its long-end liquidity support ops to $4 billion, its turn from plumbing to arguing yields don't reflect…
1 week ago
RenMac Off-Script: Total Eclipse of the Hike
RenMac breaks down a July inflation picture that isn't cooperating (softer CPI, firmer PPI, and core PCE annualizing near 2.5%), and why the bond mar…
2 weeks ago
RenMac Off-Script: Forecasts > Feelings*
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth r…
3 weeks, 1 day ago
RenMac Off-Script: Warsh Case Scenario
Boucher fills in for Dutt, hosting an especially off-script edition of RenMac Off-Script, covering the biggest earnings and macro week of the summer,…
4 weeks ago
RenMac Off-Script: The First Crack
RenMac breaks down the case for a Fed hike next week — Neil Dutta's "Why Not Now?" call, with September already priced at 100% — as AI capex, rising …
1 month ago
RenMac Off-Script: Memorandum of Misunderstanding
RenMac breaks down the vicious unwind in the momentum trade, why a low headline VIX is masking the highest single-stock dispersion the team has ever …
1 month, 1 week ago
RenMac Off-Script: Redistributing the Oxygen*
Big Technology podcast host Alex Kantrowitz joins the RenMac Off-Script team to discuss whether the AI buildout has quietly become the load-bearing p…
1 month, 2 weeks ago
RenMac Off-Script: State of the Fed Disunion
RenMac is joined by banking and payments veteran Howard Mason and digs into a soft payroll report, Chair Warsh's price-stability regime shift, and fi…
1 month, 3 weeks ago
RenMac Off-Script: Flying Blind
RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Tr…
2 months ago