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RenMac Off-Script: Keeping Dry Powder
Renmac discuss why our elevated yield impact model and seasonality favors keeping some dry powder, but not the same type found in the White House thi…
3 years, 1 month ago
RenMac Off-Script: Bull Boost
The RenMac team discusses Neil’s ten-year anniversary trip and why he feels there will be no recession, the durable strength of the consumer, why the…
3 years, 2 months ago
RenMac Off-Script: Powell’s Performance
The RenMac team discusses Powell’s performance before lawmakers, why the Fed may be offsides on housing and economic growth, data still supporting a …
3 years, 2 months ago
RenMac Off-Script: The Powell Pause
The RenMac team discusses the market response to the Fed pause, why the risk for the Fed is taking their feet off the brakes too soon, receding reces…
3 years, 2 months ago
RenMac Off-Script: Incrementally Capitulating
The RenMac team discusses the labor market, the gravitation towards beta, looking for contraction in BBB spreads, the growing Republican rift on defe…
3 years, 2 months ago
RenMac Off-Script: Plenty of Payrolls
The RenMac team discusses whether the strong payrolls number will impact the Fed, why a June skip is still likely, the winners and losers of the debt…
3 years, 2 months ago
RenMac Off-Script: Ronning For President
The RenMac team discusses the debt limit calendar, why the onus is on the growth bears to justify their position, why housing could be more important…
3 years, 3 months ago
RenMac Off-Script: Debt Limit Diffused
RenMac discusses why it’s increasingly likely a debt limit agreement is complete before the June 1 deadline, the entry of Florida Governor DeSantis i…
3 years, 3 months ago
RenMac Off-Script: Debt Limit Drama
RenMac discusses the improving odds around a debt limit deal, how the latest inflation data bolsters the chances for a Fed pause this summer, the flu…
3 years, 3 months ago
RenMac Off-Script: Confidence Game
The RenMac team discusses the latest jobs blowout, why the Fed is less likely to cut now, the importance of nominal incomes, how the banking constern…
3 years, 3 months ago