Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

Business EN ↓ 302 episodes

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...

Author

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

Episodes

RenMac Off-Script: Energy Stocks Leading, Inflation Is Not Following 11.12.2020 15:20

US equities are in an unambiguous uptrend. The energy sector is breaking out after a long funk, but we’re skeptical this means anything for price inflation just yet. Plus the latest on fiscal negotiations in DC: both sides are likely to drop their must haves for a slimmed down relief bill before year end.

RenMac Off-Script: The Bright Light at End of the Tunnel 04.12.2020 16:54

RenMac plays “Pardon Bingo”, latest on stimulus package, excessive sentiment readings in equity markets, economic bears are policy advocates, it remains about credit not COVID.