OVER DEZE AFLEVERING
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 may be entering a critical “separation” phase that reveals the market’s next leaders.
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van RenMac.
ANDERE AFLEVERINGEN IN DEZE PODCAST
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…
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…
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…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Jeff deGraaf, Neil Dutta, & Stephen Pavlick, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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