Podcast Episodes
Back to Search
RenMac Off-Script: Policy Uncertainty
Renmac talks through the latest policy uncertainty and its history on markets, Neil interprets the latest housing and income data and how today is mi…
1 year, 6 months ago
RenMac Off-Script: Data and Industrials
RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deteri…
1 year, 6 months ago
RenMac Off-Script: Valentine VAT
RenMac crew discusses the difference between a VAT and tariff, this week’s inflation data, our China/HK call, the notable deterioration in internal S…
1 year, 6 months ago
RenMac Off-Script: Thin Kids At Fat Camp
RenMac discusses implications of the latest employment report, the alignment of market’s message and economic data, Trump’s “Flood the Zone” strateg…
1 year, 6 months ago
RenMac Off-Script: Tick-Tock Tariffs
RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon’s paradox, DeepSeek’s potential genome-sequenc…
1 year, 6 months ago
RenMac Off-Script: Inaugural Excoriation
RenMac discusses the busy week in Washinton, a reminder that the cameras are always on, the importance of oil to growth and inflation, executive orde…
1 year, 7 months ago
RenMac Off-Script: Inflation Sensation
RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials a…
1 year, 7 months ago
RenMac Off-Script: Yields Take Their Toll
RenMac discusses why the latest jobs number validates the Fed’s recent pivot and why this risks a passive policy tightening, the impact of higher yie…
1 year, 7 months ago
RenMac Off-Script: Uninspiring-ISMs
Jeff, Neil and Steve discuss the latest data from ISM, Johnson’s speakership, the dollar, yields, executive actions and the momentum factor in 2024 a…
1 year, 7 months ago
RenMac Off-Script: Trump Bump or Slump
RenMac discusses Speaker Johnson's future, the contrast in conference board confidence now versus 2016, lingering continuing clams data, the bounce i…
1 year, 8 months ago