- wöchentlichErscheinungsrhythmus
- 49 mintypische Länge
- gesternletzte Folge
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RenMac Off-Script: Policy Uncertainty
Renmac talks through the latest policy uncertainty and its history on markets, Neil interprets the latest housing and income data and how today is mirror image of 2022. Steve discusses the March 14th budget deadline and Jeff walks through t
RenMac Off-Script: Data and Industrials
RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac m
RenMac Off-Script: Valentine VAT
RenMac crew discusses the difference between a VAT and tariff, this week’s inflation data, our China/HK call, the notable deterioration in internal S&P trends, D’s leverage on DOGE, and this week’s mail-bag: gold.
RenMac Off-Script: Thin Kids At Fat Camp
RenMac discusses implications of the latest employment report, the alignment of market’s message and economic data, Trump’s “Flood the Zone” strategy, what policy uncertainty means for markets, Jeff’s provincial pronunciation and the latest
RenMac Off-Script: Tick-Tock Tariffs
RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon’s paradox, DeepSeek’s potential genome-sequencing moment for AI, handicapping this week’s confirmations, Fed’s outlook on inflation, the
RenMac Off-Script: Inaugural Excoriation
RenMac discusses the busy week in Washinton, a reminder that the cameras are always on, the importance of oil to growth and inflation, executive order perspective, new highs in SPX and STOXX 600, market internals and the importance of 10yr
RenMac Off-Script: Inflation Sensation
RenMac discusses the renewed improvement in consumer price inflation, the term premium as a driver of bond yields, the outperformance of financials and why value should continue to work in Q1, and a quick recap of Trump’s cabinet picks that
RenMac Off-Script: Yields Take Their Toll
RenMac discusses why the latest jobs number validates the Fed’s recent pivot and why this risks a passive policy tightening, the impact of higher yields on stocks, and President-Elect Trump’s views on territorial control over Greenland.
RenMac Off-Script: Uninspiring-ISMs
Jeff, Neil and Steve discuss the latest data from ISM, Johnson’s speakership, the dollar, yields, executive actions and the momentum factor in 2024 and implications for 2025.
RenMac Off-Script: Trump Bump or Slump
RenMac discusses Speaker Johnson's future, the contrast in conference board confidence now versus 2016, lingering continuing clams data, the bounce in equities, the opportunities in Hong Kong and China and next week's data.
