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RenMac Off-Script: Lack of Conviction
RenMac discusses the Fed’s risk-management cut and the political dynamics shaping Powell’s next moves, why the internal divisions on rate cuts matter…
11 months, 1 week ago
RenMac Off-Script: Market Highs with Fed at Crossroads
RenMac discusses how Fed politics and the upcoming FOMC decision are colliding with market expectations, why shutdown risks remain elevated despite h…
11 months, 2 weeks ago
RenMac Mailbag Question Introduce
They say some people have a face for radio.
You? You've got a face for Off-Script.
Send us your question via video or audio clip for the RenMac Mailbag…
11 months, 2 weeks ago
RenMac Off-Script: Jobs Stumble as Gold Runs
In Today’s Report: RenMac unpacks a payrolls miss that highlights rising slack in the labor market, why consumer sentiment has flipped from bullish t…
11 months, 3 weeks ago
RenMac Off-Script: China Breakout & Fed Shakeout
This week on RenMac Off-Script, Steve, Jeff, and Pavlik are joined by special guest Josh Brown, CEO of Ritholtz Wealth Management. The team digs into…
1 year ago
RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents
RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the ri…
1 year ago
RenMac Off-Script: Money Illusion
RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; mark…
1 year ago
RenMac Off-Script: Trump/Powell Play Chicken
RenMac breaks down the sharp rise in effective tariffs and who’s really paying for them, how firms may react to margin pressure with layoffs or price…
1 year ago
RenMac Off-Script: Summer Soft-Patch
RenMac unpacks the sharp job revisions and weakening prime-age employment suggesting contraction, explores the Fed’s credibility crisis and potential…
1 year ago
RenMac Off-Script: Don't Fist Fight the Fed
RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish p…
1 year, 1 month ago