RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats

RenMac Off-Script: The Fed Will Cut Rates, but Will the Democrats Cut Biden?

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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.

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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