RenMac discusses the volatility around the recent economic data, moderating inflation expectations, the correlation between air freight and industrial production, the crowded calendar that awaits Cong

RenMac discusses the good, bad, and ugly for Biden in the Special Counsel report, Neils affinity for pop culture, how stronger productivity may be keeping inflation under control, why China may be so

RenMac discusses why the flukey payroll report may reduce the Feds sense of urgency, why the weather mattered in January, how a boost in productivity may also be a boost to earnings, how employment i

RenMac discusses Nikki Haleys prospects, Trumps Veep-stakes, how voters are viewing an improving economy, the path of least resistance, why Tesla is starting to crack, whether homebuilders should be

RenMac discusses why Nikki Haleys path to the presidency beyond NH is not a bright one, how better than expected retail sales and residential housing figures suggest a strong economic outlook, the gr

RenMac discusses why markets shrugged off the latest CPI miss, how the Fed places more emphasis on the PCE, why data may be driving the Fed more than politics, why U.S. bonds are more bullish than els

RenMac discusses why the latest payroll print points to productivity gains, why 3-to-4 rate cuts are more likely than 6, how geopolitical risks in the Middle East and Taiwan could upend the 2024 econo

Renmac discusses how dollar weakness contributes to global growth, the history of 8-consecutive weeks of S&P gains, the latest in the primary ballot battle, excessive inflows and the busy week/mon

RenMac discusses how the latest PCE print supports a March Fed cut but why it may not go as far as the market is pricing, whether animal spirits can lead to irrational exuberance, why trash is outperf

RenMac discusses the escape velocity in equities, Powells press conference, why a March cut is looking more likely, who wore the boldest sweater on TV, why the rate of inflation is declining despite