TENTANG EPISODE INI
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 rather than forecasting inflation a year out. The team breaks down AI capex draining tech free cash flow, the Warsh Fed's dissents and Waller's hawkish turn, a stronger yen and the mechanics of possible FX intervention. They also explore new S&P highs, Middle East uncertainty, and the week ahead in the CPI print.
Inggris
Amerika Serikat
konten eksplisit
TRANSKRIP 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
CARI EPISODE TERDAHULU
Cari episode sebelumnya dari RenMac.
EPISODE LAIN DALAM PODCAST INI
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 t…
RenMac breaks down the vicious unwind in the momentum trade, why a low headline VIX is masking the highest single-stock dispersion the team has ever measured, and how a cooler CPI print does little to stop the Fed conversation from tilting toward a September hike, with inflation, not growth, now ow…
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…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Jeff deGraaf, Neil Dutta, & Stephen Pavlick, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
Sunting
Terima kasih telah membantu agar basis data podcast tetap terbaru
