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  • RenMac Off-Script: Tick-Tock Tariffs

    RenMac Off-Script: Tick-Tock Tariffs
    2025/01/31
    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 ongoing challenges in semiconductors, and RenMac’s mail-bag.
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    36 分
  • RenMac Off-Script: Inaugural Excoriation

    RenMac Off-Script: Inaugural Excoriation
    2025/01/24
    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 yields.
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    32 分
  • RenMac Off-Script: Inflation Sensation

    RenMac Off-Script: Inflation Sensation
    2025/01/16
    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 are testifying on the Hill.
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    21 分
  • RenMac Off-Script: Yields Take Their Toll

    RenMac Off-Script: Yields Take Their Toll
    2025/01/10
    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.
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    17 分
  • RenMac Off-Script: Uninspiring-ISMs

    RenMac Off-Script: Uninspiring-ISMs
    2025/01/03
    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.
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    28 分
  • RenMac Off-Script: Trump Bump or Slump

    RenMac Off-Script: Trump Bump or Slump
    2024/12/27
    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.
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    24 分
  • RenMac Off-Script: Jay Sees Ghost of Christmas Past

    RenMac Off-Script: Jay Sees Ghost of Christmas Past
    2024/12/20
    RenMac discusses Musk’s government shutdown, the politics behind Powell’s statement, Beta’s vulnerability, the decaying wall-of-worry and the potential for a currency crisis.
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    25 分
  • RenMac Off-Script: Bond Bull in a China Shop?

    RenMac Off-Script: Bond Bull in a China Shop?
    2024/12/13
    RenMac discusses the latest inflation data, why the data may be trending better for bonds than the consensus, how equity factors are set-up, the power vacuum in Syria, what’s behind Trump’s inauguration invite of Xi’s and Chinese equities.
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    25 分