BU BÖLÜM HAKKINDA
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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Amerika Birleşik Devletleri
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BU PODCAST'IN DİĞER BÖLÜMLERİ
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 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…
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…
Big Technology podcast host Alex Kantrowitz joins the RenMac Off-Script team to discuss whether the AI buildout has quietly become the load-bearing pillar of the U.S. economy and what breaks if it stalls. The team breaks down why the compute crunch is separating clear winners from losers, why the s…
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan Jeff deGraaf, Neil Dutta, & Stephen Pavlick'e aittir.
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