RenMac Off-Script: Suckers for a Soft-Landing?
RenMac Off-Script: Suckers for a Soft-Landing?
Neil and Steve discuss the Biden administration’s actions towards China, how the Fed might be getting sucked into the so... Read more
11 Aug 2023
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13mins
RenMac Off-Script: Still In The Woods
RenMac Off-Script: Still In The Woods
RenMac discusses why the latest payroll print will not provide comfort to the Fed, why employment is slowing as the econ... Read more
4 Aug 2023
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22mins
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RenMac Off-Script: Precision vs. Accuracy
RenMac Off-Script: Precision vs. Accuracy
RenMac discusses the bullish GDP data, receding recession risk, knowing what you don’t know, the low odds of pulling off... Read more
28 Jul 2023
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19mins
RenMac Off-Script: Betting on Beta
RenMac Off-Script: Betting on Beta
RenMac discusses how to adjust the different economic outlook scenarios based on recent data, why a third-party candidat... Read more
21 Jul 2023
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RenMac Off-Script: Lower Inflation = Less Fed Pressure
RenMac Off-Script: Lower Inflation = Less Fed Pressure
RenMac discusses how the latest inflation report will take pressure off the Fed and increases the odds of a soft landing... Read more
14 Jul 2023
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16mins
RenMac Off-Script: Keeping Dry Powder
RenMac Off-Script: Keeping Dry Powder
Renmac discuss why our elevated yield impact model and seasonality favors keeping some dry powder, but not the same type... Read more
7 Jul 2023
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15mins
RenMac Off-Script: Bull Boost
RenMac Off-Script: Bull Boost
The RenMac team discusses Neil’s ten-year anniversary trip and why he feels there will be no recession, the durable stre... Read more
30 Jun 2023
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13mins
RenMac Off-Script: Powell’s Performance
RenMac Off-Script: Powell’s Performance
The RenMac team discusses Powell’s performance before lawmakers, why the Fed may be offsides on housing and economic gro... Read more
23 Jun 2023
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16mins
RenMac Off-Script: The Powell Pause
RenMac Off-Script: The Powell Pause
The RenMac team discusses the market response to the Fed pause, why the risk for the Fed is taking their feet off the br... Read more
16 Jun 2023
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15mins
RenMac Off-Script: Incrementally Capitulating
RenMac Off-Script: Incrementally Capitulating
The RenMac team discusses the labor market, the gravitation towards beta, looking for contraction in BBB spreads, the gr... Read more
9 Jun 2023
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16mins
