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RenMac Off-Script: Offsides Overcompensation
The RenMac team discusses Queen Elizabeth’s legacy, why Biden is leaving Trump’s China tariffs in place, markets pricing in 150bps over the next thre…
3 years, 11 months ago
RenMac Off-Script: Paying More For Less
The RenMac team discusses how the U.S. economy is not slowing down and what that means for the Fed moving forward, Biden’s political speech aimed at …
3 years, 11 months ago
RenMac Off-Script: Jackson Hole or Black Hole
Neil and Jeff talk about the wages, housing, market momentum, trouble with forward guidance and the upcoming Fed meeting.
4 years ago
RenMac Off-Script: Rainy Days In Vegas & For The GOP
The RenMac team discusses Neil’s recent trip to Vegas, Democrats improved political standing, Bullard’s motives and message, how this housing recessi…
4 years ago
RenMac Off-Script: A Summer of Skeptics
Biden’s 0% inflation victory lap, better/worse vs good/bad, momentum is unusually strong and bullish, how the Mar Largo raid increases odds of Trump …
4 years ago
RenMac Off-Script: Higher Highs and Lower Lows
The RenMac team discusses how the employment report cements a 75 bps move for the Fed and increases the odds of a hard landing, why the short-term cu…
4 years ago
RenMac Off-Script: Slowdown vs. Recession
The RenMac team discusses how Schumer outmaneuvered McConnell on the reconciliation package, Powell’s pivot to a pause vs. cut, SPX 20-day high signa…
4 years, 1 month ago
RenMac Off-Script: European Blowback Hits U.S.
The RenMac team discusses Jeff’s desire for more tattoos, Biden’s climate emergency non-declaration, the political impact of Biden getting COVID, how…
4 years, 1 month ago
RenMac Off-Script: Staring into the Abyss
The RenMac team discusses a new record-high inflation report and whether 100bps is more likely, Powell latching to lagging indicators, is core servic…
4 years, 1 month ago
RenMac Off-Script: The Fed’s Hall of Mirrors
The RenMac team discusses the latest jobs report and why it might embolden the Fed to go 75bps, whether employment is the best indicator of a potenti…
4 years, 1 month ago