RenMac Off-Script

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RenMac Off-Script

RenMac Off-Script: 3 Pillars of a Low

Jeff goes solo off-script to talk about the recent equity weakness, the things he looks for to...

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RenMac Off-Script: Cuts Delayed Not Derailed

RenMac discusses the implications of the global gold rush led by central banks; why the latest...

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RenMac Off-Script: Payrolls Eclipse the Bears

RenMac discusses the bullish jobs number, why it might not keep the Fed from cutting in June, how...

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RenMac Off-Script Podcast: Powell Told Us What He Told Us

RenMac discusses Fed Governor Waller’s comments, context, and contrast with Powell; reconciling...

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RenMac Off-Script Podcast: Political & Productivity Paradox

RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving...

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RenMac Legends: A Conversation with Ethan Harris

For nearly three decades, Ethan Harris was a fixture on Wall Street. After a stint at the New...

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RenMac Off-Script Podcast: TikTok Trade

Neil and Steve welcome Kevin to the podcast to discuss Senate Majority Leader Chuck Schumer’s...

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RenMac Off-Script: Bullish Zone

RenMac discusses how the payroll print is bullish for the soft-landing camp, why you should keep...

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RenMac Off-Script: Momentum Vs. Beta

RenMac discusses the relief rally in response to inflation data coming in as expected, why a...

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RenMac Off-Script: Fiscal and Fed Fiasco

Howard joins Jeff and Steve to discuss the depressing U.S. debt outlook from the CBO, how the...

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RenMac Off-Script: No-mentum

RenMac discusses the volatility around the recent economic data, moderating inflation...

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RenMac Off-Script: How Much Did Hur Hurt Biden?

RenMac discusses the good, bad, and ugly for Biden in the Special Counsel report, Neil’s affinity...

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RenMac Off-Script: A Flukey Month

RenMac discusses why the flukey payroll report may reduce the Fed’s sense of urgency, why the...

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RenMac Off-Script: Extreme Options

RenMac discusses Nikki Haley’s prospects, Trump’s Veep-stakes, how voters are viewing an...

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RenMac Off-Script: Retail Sales & Retail Politics

RenMac discusses why Nikki Haley’s path to the presidency beyond NH is not a bright one, how...

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RenMac Off-Script: Canceling That 70s Show

RenMac discusses why markets shrugged off the latest CPI miss, how the Fed places more emphasis...

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RenMac Off-Script: Payrolls Point To Productivity

RenMac discusses why the latest payroll print points to productivity gains, why 3-to-4 rate cuts...

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RenMac Off-Script: Yes, There is a Santa Clause

Renmac discusses how dollar weakness contributes to global growth, the history of 8-consecutive...

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RenMac Off-Script: Trash vs. Treasure

RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far...

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RenMac Off-Script: Escape Velocity

RenMac discusses the escape velocity in equities, Powell’s press conference, why a March cut is...

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