এই এপিসোড সম্বন্ধে
RenMac breaks down the case for a Fed hike next week — Neil Dutta's "Why Not Now?" call, with September already priced at 100% — as AI capex, rising oil, and tariffs push inflation the wrong way and Warsh weighs moving in his honeymoon. The team also discusses the momentum crash and why the bounce is better sold than endorsed, real yields zapping gold and duration, $100 oil as the Iran conflict shuts the Red Sea, tariff maneuvering after Section 122's expiry, rotation into banks and healthcare, and the week ahead in the July 29 FOMC and core PCE.
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অতীতের এপিসোডগুলি অনুসন্ধান করুন
RenMac এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
এই পডকাস্টের অন্যান্য পর্বগুলি৷
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-…
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…
Boucher fills in for Dutt, hosting an especially off-script edition of RenMac Off-Script, covering the biggest earnings and macro week of the summer, headlined by Kevin Warsh's dovish Fed hold. Neil Dutta argues the move reeks of a credibility problem that leaves the chair looking weak, with the lo…
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…
দাবি পরিত্যাগ: এই পৃষ্ঠায় এম্বেড করা পডকাস্ট এবং আর্টওয়ার্ক Jeff deGraaf, Neil Dutta, & Stephen Pavlick থেকে এসেছে, যা এর মালিকের সম্পত্তি এবং Listen Notes, Inc দ্বারা অনুমোদিত বা অনুমোদিত নয়৷
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