RenMac Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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- Business
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Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer ..........
This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC.
This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instruments or to participate in any particular trading strategy. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the information contained in this document. The information is not intended to be a complete statement or summary of the markets, economy or other developments referred to in the Podcast Audio Show. Any opinions expressed in this Podcast Audio Show may change without notice. Any statements contained in this Podcast Audio Show attributed to a third party represent RenMac's interpretation of the data, information and/or opinions provided by that third party either publicly or through a subscription service, and such use and interpretation have not been reviewed by the third party.
Nothing in this Podcast Audio Show constitutes a representation that any investment strategy or recommendation is suitable or appropriate to an investor’s individual circumstances or otherwise constitutes a personal recommendation. Investments involve risks, and investors should exercise prudence and their own judgment in making their investment decisions. The value of any investment may decline due to factors affecting the securities markets generally or particular industries. Past performance is not indicative of future results. Neither RenMac nor any of its directors, employees or agents accepts any liability for any loss (including investment loss) or damage arising out of the use of all or any of the information.
Any information stated in this Podcast Audio Show is for information purposes only and does not represent valuations for individual securities or other financial instruments. Different assumptions by RenMac or any other source may yield substantially different results. The analysis contained in this document is based on numerous assumptions and are not all inclusive.
Copyright © Renaissance Macro Research, LLC. 2019. All rights reserved. All material presented in this Podcast Audio Show, unless specifically indicated otherwise, is under copyright to Renaissance Macro Research, LLC. None of the material, nor its content, nor any copy of it, may be altered in any way, or transmitted to or distributed to any other party, without the prior express written permission of Renaissance Marco Research, LLC.
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RenMac Off-Script: The Big Bull In Little China
RenMac discusses the latest payroll print, the political impact of the Trump conviction one week later, the impact of lower yields, the global strength of utilities, and the big bull turn in China.
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RenMac Off-Script: Conviction Conundrum
RenMac discusses the political impact of the Trump conviction, how growth isn’t getting away from the Fed, sentiment and the post momentum hang-over industries, and trends vs momentum in China.
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RenMac Off-Script: Nvidia’s Scary Shadow Over S&P
RenMac discusses why the Nvidia phenomenon may have overshadowed some broader concerns, why the bond market was down on the PMI print, why the consensus is onsides now on growth, a high alert for housing, capitulation suggests softness in equities for 2024, little change in polls but big change in betting markets in 2024 presidential race.
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RenMac Off-Script: Debate Bait
RenMac discusses how Biden agreed to debate on his terms, the encouraging inflation print, how much of Biden’s billions have been spent and what Trump could do with them, improving beta vs. average momentum, the peak in short rates, strong election year seasonality, and why China is looking like the U.S. in 2009.
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RenMac Off-Script Podcast: Consumer Conundrums
RenMac discusses how the FDIC fallout may play out next week, the improvement in small banks, the consumer credit conundrum, the short rate risk/reward scenario, and the consumer momentum in China.
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RenMac Off-Script Podcast: The Economy Isn’t Getting Away From The Fed
RenMac discusses the economic data dump this week, why the realized inflation data will be important, Powell’s case for weaker inflation, why the voters remain sour on the economy, whether Johnson will be removed as speaker now or after November, and the outlook for Chinese growth.
Customer Reviews
This show is on my must weekly listen list
Neil and team offer insightful economic detail each week in plain English with a side of humor from time to time 😁. Their discussion points help me with the development of my portfolio management decisions for my family office.
Macro-licious
Jeff, Neil and Steve do a great job of cutting through the noise generated by the plethora of talking heads spewing regurgitated tropes to cover over their lack of knowledge of what is actually happening in the markets and in the economy. Each of the RenMac podcast team delivers a succinct summary of the prior week along with macro-based insight into the week ahead. And it’s just fun to hear Neil rip on economists.
One-sided political commentary
Like the financial analysis, but the political commentary is very biased.