معلومات عن هذه الحلقة
RenMac discusses the importance of the Fed’s independence, the likely options, the dark-cross in the Mag-7 and the implications historically for alpha generation, the latest on trade, the cards other countries may be able to play against the U.S. and why the dollar is an important window into the soul of a nation, plus a special Good Friday Mail-bag.
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RenMac is joined this week by Kevin Muir, author of The Macro Tourist and co-host of The Market Huddle podcast to discuss why the Fed has run out of room to move before the midterms and what that means for bonds, gold, and the AI trade. The team explores why rising yields are a rational response to…
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RenMac breaks down a July inflation picture that isn't cooperating — softer CPI, firmer PPI, and core PCE annualizing near 2.5% — and why the bond market is underpricing the risk of a September hike. The team also discusses slowing consumer spending after a weak retail sales print, a tape where th…
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed is "momentum trading" monetary policy r…
RenMac breaks down Treasury's move to double its long-end liquidity support ops to $4 billion, its turn from plumbing to arguing yields don't reflect fundamentals and how bill-funding those buys lands them on the Fed's sheet. The team also discusses why a 53-year high in capex intentions is credit-…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من Jeff deGraaf, Neil Dutta, & Stephen Pavlick، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
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