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RenMac Off-Script: MAGA is Nada
The RenMac team discusses the implications of a divided government, why the economy might not be slowing as fast as some policymakers would prefer, w…
3 years, 9 months ago
RenMac Off-Script: Election and Inflation Surprises
The RenMac team discusses the election results, whether Trump will back out of his Tuesday announcement, Ron DeSantis R nominee prospects surging, th…
3 years, 9 months ago
RenMac Off-Script: Why Midterms Matter For The Fed
The RenMac team discusses the latest payroll print and why it will not impact the Fed’s outlook, why the bigger risk may be the Fed underdoing it, wh…
3 years, 9 months ago
RenMac Off-Script: Breaking the Markets is Easier than the Economy
The RenMac team discusses the Republican resurgence in polls and betting markets, some concerns in the latest GDP report and how it might impact the …
3 years, 10 months ago
RenMac Off-Script: This Time Is Different
The RenMac team discusses the political winds shifting in favor of Rs ahead of the midterms, how the sluggish economy is impacting the housing market…
3 years, 10 months ago
RenMac Off-Script: Powell’s Pivot Pushed?
The RenMac team discusses the higher-than-expected inflation print, why the Fed will have to wait longer before pivoting, how betting markets are pri…
3 years, 10 months ago
RenMac Off-Script: Payroll Print Won’t Prompt Powell Pivot
The RenMac team discusses why the payroll report will not change the Fed’s direction, why Powell believes higher unemployment is needed to lower infl…
3 years, 10 months ago
RenMac Off-Script: What’s the Bull Case
nMac talks about sentiment, it’s faults and features, what could go right, the valuation problem, why bonds are attractive, next week’s jobs number, …
3 years, 11 months ago
RenMac Off-Script: So Far, Not So Good
Renmac discusses the Fed’s neutral rate, persistent strength in employment, Neil’s personal microcosm of housing, the potential for a government shut…
3 years, 11 months ago
RenMac Off-Script: Claims vs Commodities
RenMac highlights Larry Sabato’s higher than consensus’ odds of R’s taking the Senate, the 100 vs 75bps debate, implications of $FDX news, relative p…
3 years, 11 months ago