RenMac Off-Script: Banker in Training - Listen - RenMac

RenMac Off-Script: Banker in Training

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RenMac discusses this week’s data, the prospects of a shadow Fed Chair, the latest polls and candidates’ performance, China and how the overbought condition in yields tilts us toward cyclicality.

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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