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RenMac Off-Script: Holy Smokes
RenMac dives into the latest on tariffs, Powell’s position, the RenMac Retest Rule, Communion suggestions for the new Pope, how the markets and the e…
1 year, 3 months ago
RenMac Off-Script: Strategic Uncertainty
RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” w…
1 year, 3 months ago
RenMac Off-Script: Clock Ticking on Trade
RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade nego…
1 year, 4 months ago
RenMac Off-Script: “You're Fired”?
RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alph…
1 year, 4 months ago
RenMac Off-Script: Bond Market Takes Hostages
RenMac walks through the turmoil in bonds, China’s alternatives to creating negotiation leverage, deleveraging vs system risk, increasing recession o…
1 year, 4 months ago
RenMac Off-Script: Obliteration Day
RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is t…
1 year, 4 months ago
RenMac Off-Script: Bad News Priced
RenMac discusses the upcoming “Liberation Day,” why much of the bad news might already be priced in, the strike price on the respective Trump and Fed…
1 year, 5 months ago
RenMac Off-Script: Tariffied
RenMac unpacks the FOMC meeting, Trump’s conversation with Putin, the deteriorating transportation names, tariff uncertainty, the likelihood of a dow…
1 year, 5 months ago
RenMac Off-Script: Eggs-cellent
RenMac discusses the potential strategy behind Schumer’s decision to avoid a government shutdown, the contribution of egg prices to CPI, the deterior…
1 year, 5 months ago
RenMac Off-Script: A Weak Outlook Trump's Making Worse
RenMac dissects the payrolls, the latest tariff moves, the importance of credit indications and the complete unwind of beta as well as this weeks mai…
1 year, 5 months ago