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RenMac Off-Script: Clarida Gives RenMac Clarity
Former Fed Vice Chair Rich Clarida joins the RenMac Off-Script team to discuss the evolving Fed reaction function amid a potential transition to a Wa…
4 months, 2 weeks ago
RenMac Off-Script: Good Friday & Dark Crosses
RenMac breaks down a noisy March payrolls report that’s sending the wrong signal to the Fed, why markets may be misreading a slowing nominal economy,…
4 months, 3 weeks ago
RenMac Off-Script: Strait Talk*
Former U.S. National Security official Michael Allen joins the RenMac Off-Script team to discuss escalating tensions in the Strait of Hormuz and why …
5 months ago
RenMac Off-Script: Fear Factor(s)
RenMac breaks down how quadruple witching and gamma dynamics could amplify near-term volatility as markets reprice a fragile macro environment. The t…
5 months, 1 week ago
RenMac Off-Script: Escort No Shows & Stripper Wells*
Commodity Context founder Rory Johnston joins the RenMac Off-Script team to discuss escalating attacks in the Strait of Hormuz and why a prolonged di…
5 months, 2 weeks ago
RenMac Off-Script: Crude Awakening
RenMac breaks down how the Iran conflict and rising oil prices are colliding with an already softening labor market and late-cycle market dynamics. T…
5 months, 3 weeks ago
RenMac Off-Script: Is The Bull Case &@#% !?
RenMac breaks down why light tax refunds and narrow consumption growth are challenging the bullish economic narrative, even as AI capex continues to …
6 months ago
RenMac Off-Script: Credit Concerns
RenMac breaks down a market that’s still trending higher but losing momentum, as 2-year yields flirt with cycle lows and leadership rotates between c…
6 months, 1 week ago
RenMac Off-Script: AI Bifurcation
RenMac unpacks cooler inflation that keeps Fed cuts in play just as rising job anxiety and narrow hiring trends point to softer labor conditions bene…
6 months, 2 weeks ago
RenMac Off-Script: Big Tech Faces Capex Conundrum
CNBC’s Sara Eisen joins the RenMac Off-Script team to unpack why Big Tech’s AI spend is suddenly spooking markets, cracking momentum trades, and pres…
6 months, 3 weeks ago