RenMac

By Jeff deGraaf, Neil Dutta, & Stephen PavlickBusiness Investing

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Typical duration
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per episode

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RenMac episodes

September 20, 2024 RenMac Off-Script: Sticking the Landing
RenMac discusses the expected 50bps rate cut, implications for future cuts, the trajectory of the data going forward, the market impact and the latest polling around battleground states.
23 min
September 13, 2024 RenMac Off-Script: Trump Takes De Bait
RenMac discusses why 50bps makes the most sense, the impact the debate is likely to have on the election, the changes in capital requirements at banks, and some bright spots in energy and silver.
19 min
September 06, 2024 RenMac Off-Script: Payrolls Pin 50
RenMac discusses the weak August employment report, why the next decision really is less about consensus and more about what Powell thinks, a preview of the Trump/Harris debate, and the defensive nature in the equity markets.
28 min
August 30, 2024 RenMac Off-Script: Game Day Walk Thru
With Neil and Steve on the beach, Jeff and Kevin walk through the market’s message, where the strength and weakness are building and fading, and what it means for the remainder of the year. The team dives deeper into the historical reactions seen by sectors and industries after the Fed’s first rate-cut in a cycle. Happy Labor Day weekend.
18 min
August 23, 2024 RenMac Off-Script: Revisionist History
The RenMac Team discusses the DNC and latest in the general election campaign, the folly of price controls, the sharp downward revision to payroll employment and what it means for the Fed ahead of Jackson Hole, the recent breakout in gold, balance sheet versus income recession, and how tight policy is based on the gap between two-year yields and the Federal Funds Rate.
32 min
August 16, 2024 RenMac Off-Script Podcast: Markets vs Media: Which One is Gaslighting?
RenMac discusses the current sensitive state of markets and the possible impacts of the upcoming decision on rate cuts, Kamala’s potential economic policies, the DNC, and the influence of the presidential election on downballot races, and what next week’s data (as well as Jackson Hole) could mean for markets going forward.
28 min
August 09, 2024 RenMac Off-Script Podcast: Claims, Cuts, and Complacency
RenMac discusses initial jobless claims, the baseline for rate cuts, and the growing risk of complacency from the Fed and market participants, Kamala’s VP pick (why wasn’t it Shapiro?) and the changing presidential odds, the Nikkei and the liquidity picture, as well as important data on deck for next week.
23 min
August 02, 2024 RenMac Off-Script: The Fed's Folly
23 min
July 26, 2024 RenMac Off-Script: Markets are Oversold, but is Kamala Overbought?
RenMac discusses Harris’s candidacy and her potential picks for Vice President, GDP, inflation data, and what they mean for the Fed’s upcoming rate cuts, dark crosses in yields (why is the two-year yield down?), oversold conditions throughout the market, and important political and economic information to come next week.
24 min
July 20, 2024 RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?
RenMac discusses the possibility and potential implications of Biden’s withdrawal from the presidential race, his likely replacement (will Democrats bypass Harris?), when and how many times the Fed will cut rates, small cap versus large cap, what recent and upcoming data can show about markets, and the future of the semiconductor trade.
23 min

About RenMac

From the publisher's feed

Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer ..........

This Podcast Audio Show has been prepared by Renaissance Macro…

Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC.

This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements contained in this Podcast Audio Show attributed to a third party represent RenMac's interpretation of the data, information and/or opinions provided by that third party either publicly or through a subscription service, and such use and interpretation have not been reviewed by the third party.

Nothing in this Podcast Audio Show constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s individual circumstances or otherwise constitutes a personal recommendation. Investments involve risks, and investors should exercise prudence and their own judgment in making their investment decisions. The value of any investment may decline due to factors affecting the securities markets generally or particular industries. Past performance is not indicative of future results. Neither RenMac nor any of its directors, employees or agents accepts any liability for any loss (including investment loss) or damage arising out of the use of all or any of the information.

Any information stated in this Podcast Audio Show is for information purposes only and does not represent valuations for individual securities or other financial instruments. Different assumptions by RenMac or any other source may yield substantially different results. The analysis contained in this document is based on numerous assumptions and are not all inclusive.

Copyright © Renaissance Macro Research, LLC. 2019. All rights reserved. All material presented in this Podcast Audio Show, unless specifically indicated otherwise, is under copyright to Renaissance Macro Research, LLC. None of the material, nor its content, nor any copy of it, may be altered in any way, or transmitted to or distributed to any other party, without the prior express written permission of Renaissance Marco Research, LLC.