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RenMac Off-Script: Logic Isn’t Truth
The RenMac team discusses the view from London, the mixed message from breadth and international equities, strength in the housing market, the drag o…
3 years, 4 months ago
RenMac Off-Script: Homebuilder Highs
The RenMac team discusses Philadelphia vs. the Empire economic data, how crude oil and yields are exhibiting downtrend characteristics, whether the F…
3 years, 4 months ago
RenMac Off-Script: M2’s Declining Relevance
The RenMac Team is joined by financials/payments analyst Howard Mason to discuss the turmoil in the banking industry, what the latest data means for …
3 years, 4 months ago
RenMac Off-Script: Jobs Give Fed Benefit of Time
RenMac discusses why the March employment report is a win for the soft-landing bulls, the Fed’s wait and see approach with a tightening bias, the out…
3 years, 4 months ago
RenMac Off-Script: Ham Sandwiches Can Be Indicted
The RenMac team discusses Neil’s bourbon trail trip, Trump indictment politics, the Fed’s failure to prevent the collapse of SVB, where is San Franci…
3 years, 5 months ago
RenMac Off-Script: No Middle Ground in a Banking ‘Crisis’
Blurb The RenMac Team discusses the Fed’s 25 bps move, how one’s view of a banking crisis determines their outlook on future interest decisions, the …
3 years, 5 months ago
RenMac Off-Script: Banking March Madness
The RenMac team discusses the impact of SVB collapse on the banking industry, how it is becoming politicized, whether SVB was a feature or bug of the…
3 years, 5 months ago
RenMac Off-Script: Neutral Needs To Be Higher
The RenMac team discusses the latest payroll print, why the Fed’s work is not done, the higher bar for not going 50bps, why neutral needs to be highe…
3 years, 5 months ago
RenMac Off-Script: Psyched for Cyclicality
The RenMac team discusses the improvement in global manufacturing and services PMIs, why a need to rebuild inventories could lead to strong manufactu…
3 years, 5 months ago
RenMac Off-Script: An Anniversary Not Worth Celebrating
The RenMac team discusses the Ukraine anniversary, China’s increasing role in the conflict, Dow theory and the movement of averages for tomorrow, whe…
3 years, 6 months ago