RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The

RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed

Listen now

Description

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.

More Episodes

See all »

RenMac Off-Script: Biden's Burden

RenMac discusses why housing is hurting, why economic growth in 2024 will be worse than in 2023, how the Fed's risk distribution has shifted, why this is not a momentum market, the potential outside reversal in Nvidia, the positive correlation between banks and yields, and the dynamics of the...

Published 06/21/24

RenMac Off-Script: The Fed Needs To Get On With It

RenMac discusses whether global election trends will impact the U.S., the significantly different U.S. presidential election forecasts between 538 and the Economist, the improving inflation picture, why admission by omission suggests a September interest rate cut is likely, how oversold...

Published 06/14/24

RenMac

Published 06/14/24