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RenMac Off-Script: February Can’t Cool the Data
The RenMac team discusses the new CBO debt limit “X-date” forecast, how Kevin McCarthy can use his Taiwan trip as leverage to get spending concession…
3 years, 6 months ago
RenMac Off-Script: Great Expectations
The RenMac team discusses Biden’s State of the Union address, 2024 implications, why the Fed is likely to maintain its higher-for-longer approach to …
3 years, 6 months ago
RenMac Off-Script: Trust the Thrust
The RenMac Team discusses China flying balloons over Montana, why the huge payroll number makes Powell look offsides, an optimistic outlook for autos…
3 years, 6 months ago
RenMac Off-Script: Unlikely to Spontaneously Combust
RenMac discusses the 4th quarter GDP numbers, the unlikeliness of a near-term recession, the confirming indications from equities, the latest on the …
3 years, 7 months ago
RenMac Off-Script: Tilting Towards Cyclicality
The RenMac team discusses the debt limit debate, the poor December economic data, why the narrative may still be moving in a positive direction movin…
3 years, 7 months ago
RenMac Off-Script: Soft now, hard later?
The RenMac team discusses the DOJ’s classification conundrum, the latest consumer price inflation print, why the soft landing thesis might only be te…
3 years, 7 months ago
RenMac Off-Script: How Low Can You Go?
The RenMac team discusses the latest in the speaker spectacle in the House, the latest payroll print, how the lower unemployment rate will make it ha…
3 years, 7 months ago
RenMac Off-Script: On the Recession Train Too Soon
The RenMac team discusses Trump’s decline and DeSantis’s rise amongst Rs in the polls, Congress kicking the gov’t funding can to next week, the Fed s…
3 years, 8 months ago
RenMac Off-Script: Tis the Seasonal
The RenMac Team discuss whether the new jobs claims data will impact the Fed’s moves, how seasonality impacts unemployment, stronger than expected PP…
3 years, 8 months ago
RenMac Off-Script: Payrolls, Powell & PMI
The RenMac team discusses Powell’s speech, how the payroll report threw a gut-punch into the soft-landing story, why we’re still searching for a slow…
3 years, 8 months ago