關於這一集
What's next for NVIDIA as scandal impacts the AI trade? RenMac examines the potential fallout for semiconductor leadership, tightening chip export controls, and why Jeff sees a tactical bounce rather than a lasting recovery. The team also discusses rising real yields, why Neil believes the Fed is falling behind inflation with multiple rate hikes ahead, and how higher borrowing costs are reshaping market leadership. Guest Michael Gunther of Consumer Edge reveals signs of a more cautious consumer, from slowing discretionary spending and growing demand for discounts to the surprising rise of higher-income shoppers at dollar stores.
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美國
少兒不宜
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本 Podcast 中的其他單集
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 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 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…
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…
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 Jeff deGraaf, Neil Dutta, & Stephen Pavlick，歸其所有者所有，與 Listen Notes, Inc. 無關聯，也未獲得 Listen Notes, Inc. 背書。
