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

RenMac discusses how the latest jobs print shows a stabilizing workforce, why the disinflation process is more entrenched now, the contraction in 2-year yields and BBB spreads, how the latest Republic

RenMac discusses the latest inflation data, why you should watch Waller, 95 vs. 98 debate, the proverbial everybody problem, the gap between strategists and the spot price, tis the seasonality, Sa

Jeff and Steve discuss Neils holiday traditions, the impact of a third-party presidential candidate, why Republicans feel better about their chances to take the Senate, yield dependency, why healthca

RenMac discusses why the latest inflation data reinforces an extended pause, the disinflation pipeline, why real yields are a good predictor of nominal rate markets, capitulation vs. correction, why o

RenMac discusses what Tuesdays election results mean for next year, the Republican debates, the emergence of new third-party presidential candidates, why yields are coming down and how that is impact

RenMac discusses how the soft payroll print will impact the Fed, how the recent strikes may have impacted the data, why good things happened to housing, the anti-momentum trade heading into yearend, t

RenMac discusses why Gavin Newsom is meeting with Xi Jinping, why Mike Johnson is a leading Google search, the momentum behind 3Q GDP, why the Fed is more forecast vs data dependent, how fiscal stim

RenMac discusses Powells speech on the outlook, why the Fed is probably done for 2023 but why the economy is not, why builders might be a buy despite elevated rates and why gold is a sell despite hig

RenMac discuss the latest political drama around the House Speakership race, the prospect of an acting Speaker working with Democrats, why the upside surprise in inflation this week does not change th