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RenMac Off-Script: Returns Drive Flows
The RenMac team discusses what a potential Russian invasion could mean for energy markets and inflation, compensation growth exceeding productivity g…
4 years, 7 months ago
RenMac Off-Script: “Minor Incursion” Has Major Consequences
The RenMac team discusses Biden’s press conference and international ramifications, shifting sentiment with bears outweighing bulls, and the Fed’s pr…
4 years, 7 months ago
RenMac Off-Script: I’ve Had a Bad Days, but Not Like Biden
RenMac reviews the political costs of inflation, how the new Fed nominees could impact policy, the importance of quality as liquidity normalizes, sig…
4 years, 7 months ago
RenMac Off-Script: Focus on the Fed
The RenMac team discusses the collapse of concept capital, the Fed’s March glidepath, whether the Fed is offsides, inflationary buildup in the labor …
4 years, 7 months ago
RenMac Off-Script: That Damned Yield Curve
RenMac debates Build Back Better vs Build Back at All, Powell’s latest thoughts, vacancies at the Fed, implications of the yield curve and the contin…
4 years, 8 months ago
RenMac Off-Script: Powell Needs a Big Stick
Neil crashes “Off-script” from Miami to discuss inflation, while Steve views it thru the lens of fiscal policy and 2022 elections. Jeff discusses hi…
4 years, 8 months ago
RenMac Off-Script: Data Won’t Dissuade Fed
RenMac discusses today’s weak jobs headline but strong details, the curve conundrum given inflation expectations, the breakout in housing, will Kamal…
4 years, 8 months ago
RenMac Legends: A Conversation with Moz Afzal
Moz Afzal is the CIO of EFG International in London. He is the lead manager of EFG's New Capital Strategic Portfolio and New Capital Tactical Opportu…
4 years, 9 months ago
RenMac Off-Script: Politicizing The Fed
The RenMac team discussed Neil’s London trip and how it is more open than NYC, strong economic indicators, the politics behind Biden’s Fed’s decision…
4 years, 9 months ago
RenMac Off-Script: Powell Will Need a Stiff Spine
Renmac discusses inflation, the broadening of the data, the impact on the electorate and messaging out of Washington, the improvement in gold and the…
4 years, 9 months ago