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RenMac Off-Script: Warsh Your Hands
RenMac unpacks the market fallout from Kevin Warsh emerging as the leading Fed chair candidate, the risks building in parabolic trades like gold and …
6 months, 4 weeks ago
RenMac Off-Script: Mysterious Market Reactions
RenMac digs into the growing political stakes around the Fed chair decision, why global yields—especially in Japan—are reshaping risk appetite, and h…
7 months ago
RenMac Off-Script: Live From The Edge
RenMac recaps key takeaways from the firm’s 2026 Investor Forum, where stronger near-term data clashes with persistent weakness in housing and labor.…
7 months, 1 week ago
RenMac Off-Script: Big Oil: Pump for Trump
RenMac digs into a complicated January jobs report that dampens near-term rate-cut expectations as Dutta warns that unemployment risks are rising ben…
7 months, 2 weeks ago
RenMac Off-Script: Inflation Hits the Slopes
RenMac kicks off 2026 with a wide-ranging discussion on the political reality around affordability and inflation, asset allocation myths, and what to…
7 months, 3 weeks ago
RenMac Off-Script: Ronaldo, Trade, Inflation & What Investors Missed in ’25. + What’s on Tap For ‘26
RenMac closes out 2025 by reflecting on the year’s biggest macro, market, and political surprises as the team looks ahead to early 2026. deGraaf expl…
8 months ago
RenMac Off-Script: Data Gone Wiles
RenMac breaks down a pivotal week where inflation cooled but global yields surged, suggesting the global bond markets—not just the U.S.— may be drivi…
8 months, 1 week ago
RenMac Off-Script: Fed Forecast Folly*
RenMac welcomes WSJ Correspondent Nick Timiraos to unpack a pivotal week for monetary policy. The team digs into why the January jobs print will dete…
8 months, 2 weeks ago
RenMac Off-Script: Why The Maestro Matters
RenMac breaks down why forecasting skill and real-world market instincts are critical for the Fed as it faces rising unemployment and a slowing econo…
8 months, 3 weeks ago
RenMac Off-Script: Stewie Can't Be Fed Chair
RenMac kicks off Black Friday with a dive into consumer weakness as deGraaf outlines why seasonality is stacked against discretionary stocks, and wha…
9 months ago