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RenMac Off-Script: Recession Preferable To Inflation
The RenMac team discusses Powell’s preference for a recession rather than an inflation policy mistake, the Fed’s preferred PCE measure running much l…
4 years, 1 month ago
RenMac Off-Script: Fed Up With The Fed
The RenMac team discusses if the Fed is cherry picking data, moderating growth, gas tax politics and prospects, keying in on core PCE, and Powell dis…
4 years, 2 months ago
RenMac Off-Script: Powell Panics
Jeff, Neil and Steve discuss the 75bps move as some signs of easing inflation present themselves. The team also discusses the political challenges o…
4 years, 2 months ago
RenMac Off-Script: Inflation: Peak or Plateau?
Neil and Steve discuss the latest CPI number, what Powell may say and not say next week, the inverse correlation between Biden’s approval ratings and…
4 years, 2 months ago
RenMac Off-Script: Another Goldilocks Jobs Report
The RenMac Team discusses the good news in the flattening unemployment rate, evidence building for the Fed to back off its 50bps pace, Yellen’s infla…
4 years, 2 months ago
RenMac Off-Script: Can Powell Pull A Maverick?
RenMac’s team discusses the Fed’s pivot, the hard or soft landing of the economy, the SPX bear market, the consistency in the Taiwan-Biden-gaffe, st…
4 years, 3 months ago
RenMac Off-Script: Markets Utter the “R” Word
RenMac discusses why the data doesn’t support recession narrative, the low but rising level of unemployment claims, the risk of a dovish policy pivot…
4 years, 3 months ago
RenMac Off-Script: A Peek at Peak Inflation
RenMac crew discusses the inflation data, the historical impact of peak inflation on markets and sectors, a first-hand look at the baby shortage for…
4 years, 3 months ago
RenMac Off-Script: Economy Looking Better as Markets Look Worse
The RenMac team discusses April’s “goldilocks” employment report, why wage growth will moderate, how Powell’s comments this week increase the chance …
4 years, 3 months ago
RenMac Off-Script: Good Signs In Bad GDP Report
The RenMac team discusses the latest GDP report, healthy customer demand suggests rebound in Q2, equity market efficiency, strong compensation growth…
4 years, 4 months ago