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RenMac Off-Script: Popping Bullard’s Balloon
The RenMac team discusses Bullard’s balloon, Fed’s likely three 50 bps hike pace, recession probability declining in face of economic momentum, paral…
4 years, 4 months ago
RenMac Off-Script: Mimosas and the Fed
The RenMac team discusses Brainard’s comments on reducing the balance sheet and the market’s reaction, next week’s inflation report and how the Fed w…
4 years, 4 months ago
RenMac Off-Script: Donna Summer is Dancing
The RenMac team discusses the hot payroll number, climbing participation rate, Fed can go longer without breaking the economy, misunderstood inverted…
4 years, 4 months ago
RenMac Off-Script: Inflation Domination
The RenMac Team discusses inflation historically being an energy problem, broadening inflation, Powell backing 50 bps hikes now, Biden’s economic ass…
4 years, 5 months ago
RenMac Off-Script: If Powell Was A Pilot
The RenMac team discuss the impact of Raskin’s withdrawal from the Fed, the dreaded death cross, staying out of the stew, trucker’s rise on Fed meeti…
4 years, 5 months ago
RenMac Off-Script: Inflation: The Russian Excuse
The RenMac team discusses the muted market reaction to sky high inflation, what the two and ten year yields are telling us, bond market history of fi…
4 years, 5 months ago
RenMac Off-Script: Inflation Boom Persists
The RenMac team discusses the solid payroll numbers, confirmation that we’re in an inflationary boom, Biden’s failure to reset at the State of the Un…
4 years, 5 months ago
RenMac Off-Script: Hiking Into a Boom
RenMac discusses the impact of the Fed hiking into a booming economy, the dwindling prospects of Raskin’s confirmation, peak inflation but shifting i…
4 years, 6 months ago
RenMac Off-Script: Inflation Nation
RenMac team discusses opening Wordle words, NYC traffic, the broadening of inflation, permission for the Fed to go 50 bps in March, consumers resista…
4 years, 6 months ago
RenMac Off-Script: Economy Is Learning To Live With COVID
The RenMac team discusses the big jobs surprise amid Omicron fears, economic momentum for more aggressive rate hikes, the impact of a 49-50 Senate fo…
4 years, 6 months ago