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RenMac Off-Script: Data and Industrials episode artwork

EPISODE · Feb 21, 2025 · 30 MIN

RenMac Off-Script: Data and Industrials

from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac mailbag.

What this episode covers

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac mailbag.

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RenMac Off-Script: Data and Industrials

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Frequently Asked Questions

How long is this episode of RenMac?

This episode is 30 minutes long.

When was this RenMac episode published?

This episode was published on February 21, 2025.

What is this episode about?

RenMac team discusses the potential for government shutdown and the calculus from Ds, the softening data and the risks created by the Fed, the deterioration in Industrials, the soft seasonality with cyclicals, China and this week’s RenMac mailbag.

Can I download this RenMac episode?

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