RenMac Off-Script: Biden's Burden - Listen - RenMac

RenMac Off-Script: Biden's Burden

Listen now

Description

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 upcoming presidential debate.

More Episodes

See all »

RenMac Off-Script: The Great Growth Re-Rate

Jeff, Neil, and Steve discuss: Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern...

Published 11/08/24

RenMac

Published 11/08/24

RenMac Off-Script: October Surprise

RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed’s path into year’s end

Published 11/01/24