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RenMac Off-Script: Biden Top-Ticks COVID
Give us 13 minutes, we walk you through the strength of labor demand, why Biden’s speech is a sign that COVID concerns have likely peaked, how much o…
4 years, 11 months ago
RenMac Off-Script: Payrolls and Approval
RenMac dives head-first into today’s jobs number, the importance of employment distribution in the numbers, the impact it is likely to have on Fed ta…
4 years, 11 months ago
RenMac Off-Script: A D.C. September to Remember
The RenMac Team discusses supply conditions impact on inflation, a daunting Congressional calendar in September, how Biden’s nominees will shape the …
5 years ago
RenMac Off-Script: The Deflating Reflation Trade
RenMac discusses the Biden’s challenge with budget reconciliation process, the oversold condition in energy and materials, the breakout in the dollar…
5 years ago
RenMac Off-Script: Inflation Starting to Bite Biden
Give us 18 minutes, we run through the recent movement in inflation, why it will not necessarily sway the Fed but has brought more of a political res…
5 years ago
RenMac Off-Script: Jobs Provide Fireworks for August
RenMac discusses the robust employment report, hurdles for the August numbers, congressional recess, DeSantis vs Biden, lending standards, and the li…
5 years ago
RenMac Legends: A Conversation with Stephanie Link
Stephanie Link has worn multiple hats over her tenured career, from the sell-side at Morgan Stanley to the buy-side working with Jim Cramer, then as …
5 years ago
RenMac Off-Script: The Impending Debt Ceiling
Renmac discusses the triangulation of debt ceiling and infrastructure this autumn, the GDP figures, how Powell is thinking about the world, the impor…
5 years ago
RenMac Off-Script: Biden Recognizes Inflation
Renmac discusses inflation, its non-transitory nature and the challenges it poses to stimulus, as well as breadth divergences, seasonality and the u…
5 years, 1 month ago
RenMac Off-Script: Focused on the Fed
Give us 11 minutes, we run through Powell’s testimony on the Hill this week, the outlook for the composition of the Board of Governors next year, why…
5 years, 1 month ago