RenMac Off-Script: Beneath the Bull
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac breaks down a softer payroll report that reins in Fed hike expectations even as inflation remains the bigger hurdle for policymakers. The team discusses why higher real rates are beginning to show up in credit, weakness beneath the equity averages, the shift from TINA to TARA as bonds compete with stocks again, and why stretched bullish sentiment has Jeff growing a little cautious.
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This episode is 37 minutes long.
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This episode was published on October 2, 2026.
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