關於這一集
RenMac breaks down why Thursday's tech wipeout looks like forced liquidation rather than a bottom, with semis and hardware stuck at 20-day lows, shorts covered but not yet reloaded, and credit stress creeping up the quality ladder. The team also discusses why a Fed likely on hold in October still points to a December hike, Charlie Cook's midterm map, a cautious consumer facing high mortgage rates, France's blowing-out CDS spreads, and the week ahead in the FOMC, September core inflation, and Alphabet, Microsoft, and KLA earnings.
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本 Podcast 中的其他單集
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…
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 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…
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…
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