RenMac Off-Script: Higher for Longer, Wronger for Longer?
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac breaks down another round of troubling inflation data and why the Fed’s reluctance to hike in October likely cements action in December. The team examines why improving market breadth may be misleading as defensive stocks lead, growing stress in credit markets, and how rising living costs and geopolitical risks could shape the midterms and markets.
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This episode is 40 minutes long.
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This episode was published on October 16, 2026.
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