Podcast Episodes
Back to Search
RenMac Off-Script: Yield Dependency
Jeff and Steve discuss Neil’s holiday traditions, the impact of a third-party presidential candidate, why Republicans feel better about their chances…
2 years, 9 months ago
RenMac Off-Script: Inflation Affirmation
RenMac discusses why the latest inflation data reinforces an extended pause, the disinflation pipeline, why real yields are a good predictor of nomin…
2 years, 9 months ago
RenMac Off-Script: Losing Control
RenMac discusses what Tuesday’s election results mean for next year, the Republican debates, the emergence of new third-party presidential candidates…
2 years, 9 months ago
RenMac Off-Script: Nonlinear Risks
RenMac discusses how the soft payroll print will impact the Fed, how the recent strikes may have impacted the data, why good things happened to housi…
2 years, 9 months ago
RenMac Off-Script: Fed vs. GDP
RenMac discusses why Gavin Newsom is meeting with Xi Jinping, why “Mike Johnson” is a leading Google search, the momentum behind 3Q GDP, why the Fed …
2 years, 10 months ago
RenMac Off-Script: Don’t Follow the Easy Path
RenMac discusses Powell’s speech on the outlook, why the Fed is probably done for 2023 but why the economy is not, why builders might be a buy despit…
2 years, 10 months ago
RenMac Off-Script: House of Horrors
RenMac discuss the latest political drama around the House Speakership race, the prospect of an acting Speaker working with Democrats, why the upside…
2 years, 10 months ago
RenMac Off-Script: Grasping At Straws
The RenMac team discusses the upside surprise in payrolls, why the bears are grasping at straws, how the UAW strike could impact future prints, the i…
2 years, 10 months ago
RenMac Off-Script: Cracking Gold
The RenMac team discusses why hiking is harder for the Fed, the danger of focusing on headlines rather than data, cracks in gold, well-behaved BBB sp…
2 years, 11 months ago
RenMac Off-Script: No Capitulation
The RenMac team discusses why the gov’t shutdown could last a while, why the market reaction was more surprising than the Fed’s decision to erase cut…
2 years, 11 months ago