RenMac

RenMac Off-Script: Fed Forecast Folly*


Listen Later

RenMac welcomes WSJ Correspondent Nick Timiraos to unpack a pivotal week for monetary policy. The team digs into why the January jobs print will determine whether the next cut is “live,” how hawkish dissents shaped Fed communications, and what the Chair succession battle means for policy credibility. deGraaf highlights improving market breadth and surprising strength across banks, metals, and equal-weight indices, while Dutta outlines a deteriorating labor market beneath the surface. And Pavlick breaks down Venezuela strategy, ACA deadlines, defense legislation, and a new outbound investment screen targeting China.

...more
View all episodesView all episodes
Download on the App Store

RenMacBy Jeff deGraaf, Neil Dutta, & Stephen Pavlick

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

66 ratings


More shows like RenMac

View all
Masters in Business by Bloomberg

Masters in Business

2,177 Listeners

Odd Lots by Bloomberg

Odd Lots

1,929 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

940 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

100 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

291 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

Excess Returns by Excess Returns

Excess Returns

88 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

100 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

805 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

162 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

49 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

158 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

183 Listeners