RenMac

By Jeff deGraaf, Neil Dutta, & Stephen PavlickBusiness Investing

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Typical duration
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RenMac episodes

May 17, 2024 RenMac Off-Script: Debate Bait
RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trump could do with them, improving beta vs. average momentum, the peak in short rates, strong election year seasonality, and why China is looking like the U.S. in 2009.
27 min
May 10, 2024 RenMac Off-Script Podcast: Consumer Conundrums
RenMac discusses how the FDIC fallout may play out next week, the improvement in small banks, the consumer credit conundrum, the short rate risk/reward scenario, and the consumer momentum in China.
24 min
May 03, 2024 RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed
RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the voters remain sour on the economy, whether Johnson will be removed as speaker now or after November, and the outlook for Chinese growth.
22 min
April 26, 2024 RenMac Off-Script: Closer To The End?
RenMac discusses the low GDP and high inflation reports, how volatile trade figures may have skewed the data to the downside, why the consensus is probably right about growth, the mean reversion in the battleground state polls, why the Supreme Court may delay the federal cases against Trump, how price may be driving sentiment, why you want to be long in the summer months in a presidential election year, what is driving the increase in the 10yr yields, and the relationship between Bitcoin and the NASDAQ.
20 min
April 19, 2024 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 call a tactical bottom and where we stand currently.
6 min
April 12, 2024 RenMac Off-Script: Cuts Delayed Not Derailed
RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go away” doesn’t work; and how to take advantage of the summer trading months in a presidential election year.
19 min
April 05, 2024 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 it might send neutral rates higher, why No Labels ended up with no candidate and who benefits, how rising geopolitical risks are raising prices at the pump for voters, the impact of broader market participation, and why manufacturing is picking up.
20 min
March 28, 2024 RenMac Off-Script Podcast: Powell Told Us What He Told Us
RenMac discusses Fed Governor Waller’s comments, context, and contrast with Powell; reconciling GDI and GDP; Biden’s bump in the Bloomberg battleground state poll, and some evidence of the momentum trade unwinding.
16 min
March 22, 2024 RenMac Off-Script Podcast: Political & Productivity Paradox
RenMac discusses how Michigan may determine the 2024 presidential outcome and how it is driving Biden’s EV policies, why the six months of progress on inflation is outweighing the previous two months of setbacks for Powell & Co., June cut looking likely, the productivity paradox and how it takes time to realize the gains from AI, why a partial gov’t shutdown on Monday isn’t likely to happen, why the expansion of internal highs suggests a bull market, and how energy and materials are performing better on an absolute basis.
20 min
March 20, 2024 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 York Fed, Ethan went to Lehman Brothers where he served as the firm’s Chief US Economist. I had the good fortune of working for and learning from Ethan during his time as Head of Global Economics at Bank of America Merrill Lynch, from where he retired last year.Ethan is a wealth of knowledge, not only for his insights on the economy and Fed watching – but we also get into detail on how he approaches the role of a Wall Street economist and how that compares to the role of an academic. How to separate the noise from signal in the economic data and how to pick your spots against the consensus. To me, he’s set the standard for those that have come after him in the business.
45 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.