SOBRE ESTE EPISÓDIO
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.
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Estados Unidos da América
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OUTROS EPISÓDIOS NESTE PODCAST
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…
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-…
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…
Aviso: O podcast e a arte incorporada nesta página são de Jeff deGraaf, Neil Dutta, & Stephen Pavlick, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
