EPISODE · Apr 25, 2025 · 28 MIN
RenMac Off-Script: Clock Ticking on Trade
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week’s employment data.
What this episode covers
RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week’s employment data.
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RenMac Off-Script: Clock Ticking on Trade
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