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RenMac Off-Script: A Flukey Month
RenMac discusses why the flukey payroll report may reduce the Fed’s sense of urgency, why the weather mattered in January, how a boost in productivit…
2 years, 6 months ago
RenMac Off-Script: Extreme Options
RenMac discusses Nikki Haley’s prospects, Trump’s Veep-stakes, how voters are viewing an improving economy, the path of least resistance, why Tesla i…
2 years, 7 months ago
RenMac Off-Script: Retail Sales & Retail Politics
RenMac discusses why Nikki Haley’s path to the presidency beyond NH is not a bright one, how better than expected retail sales and residential housin…
2 years, 7 months ago
RenMac Off-Script: Canceling That 70s Show
RenMac discusses why markets shrugged off the latest CPI miss, how the Fed places more emphasis on the PCE, why data may be driving the Fed more than…
2 years, 7 months ago
RenMac Off-Script: Payrolls Point To Productivity
RenMac discusses why the latest payroll print points to productivity gains, why 3-to-4 rate cuts are more likely than 6, how geopolitical risks in th…
2 years, 7 months ago
RenMac Off-Script: Yes, There is a Santa Clause
Renmac discusses how dollar weakness contributes to global growth, the history of 8-consecutive weeks of S&P gains, the latest in the primary ballot …
2 years, 8 months ago
RenMac Off-Script: Trash vs. Treasure
RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far as the market is pricing, whether animal spirits can …
2 years, 8 months ago
RenMac Off-Script: Escape Velocity
RenMac discusses the escape velocity in equities, Powell’s press conference, why a March cut is looking more likely, who wore the boldest sweater on …
2 years, 8 months ago
RenMac Off-Script: Entrenched Disinflation
RenMac discusses how the latest jobs print shows a stabilizing workforce, why the disinflation process is more entrenched now, the contraction in 2-y…
2 years, 8 months ago
RenMac Off-Script: Fed Cuts: When NOT If
RenMac discusses the latest inflation data, why you should watch Waller, ’95 vs. ’98 debate, the proverbial “everybody” problem, the gap between stra…
2 years, 8 months ago