RenMac

RenMac Off-Script: Market Highs with Fed at Crossroads


Listen Later

RenMac discusses how Fed politics and the upcoming FOMC decision are colliding with market expectations, why shutdown risks remain elevated despite hopes for cooler partisan tensions, and how tariffs with China, Mexico, and India are evolving in unexpected ways. The team also debates whether markets are signaling resilience or simply fibbing in the face of weak jobs data, rising slack, and slowing growth, while investors bet on a productivity boom to justify record highs.
...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

2,172 Listeners

Odd Lots by Bloomberg

Odd Lots

1,857 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

933 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

102 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

287 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,105 Listeners

Excess Returns by Excess Returns

Excess Returns

81 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

98 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

810 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

162 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

133 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

129 Listeners