TIETOJA TÄSTÄ JAKSOSTA
RenMac breaks down the accelerating selloff in semiconductors, why Jeff sees signs of forced liquidation but isn't convinced the market has reached a durable bottom, and how deteriorating credit conditions are threatening the AI trade. The team also discusses why the Democratic midterm sweep could increase costs and delay data center construction, the growing financing risks facing leveraged neocloud providers, and whether nearly $900 billion in Anthropic commitments could create vulnerabilities across the AI ecosystem. Guest economist Guy Berger examines a slowly recovering labor market, why AI has yet to meaningfully disrupt employment, and how falling asset prices could threaten consumer spending and economic growth.
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MUITA jaksoja TÄSSÄ PODCASTISSA
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 U.S. National Security official Michael Allen rejoins the RenMac Off-Script team to discuss the prolonged standoff in the Strait of Hormuz, why oil prices have remained surprisingly contained, and how the conflict is testing U.S. military capacity and strategic credibility. The team explores…
RenMac breaks down stubborn inflation and why the Fed may be forced to hike as higher real yields reshape markets beneath the surface. The team discusses weakening momentum and the rotation out of tech, opportunities in TIPS, escalating Middle East energy risks, and why the recent momentum crash ma…
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…
RenMac breaks down the Fed’s unanimous rate hike, why Kevin Warsh’s first move suggests the tightening cycle may have further to run, and what increasingly restrictive real rates could mean for markets and the economy. The team discusses a resilient consumer facing mounting pressure from higher foo…
Vastuuvapautusilmoitus: Tälle sivulle upotettu podcast ja kuvitus ovat peräisin Jeff deGraaf, Neil Dutta, & Stephen Pavlick:ltä, joka on sen omistajan omaisuutta, eikä se ole sidoksissa Listen Notes, Inc:n tukemaan.
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