RenMac Off-Script: October Surprise - Listen - RenMac

RenMac Off-Script: October Surprise

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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

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RenMac Off-Script: Solid but Cooling

RenMac discusses latest inflation data and the impact on the Fed, what labor market’s are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.

Published 11/15/24

RenMac

Published 11/15/24

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