EPISODE · Sep 19, 2025 · 36 MIN
RenMac Off-Script: Lack of Conviction
from RenMac · host Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac discusses the Fed’s risk-management cut and the political dynamics shaping Powell’s next moves, why the internal divisions on rate cuts matter for markets, and what the latest housing and construction data signal for jobs andgrowth. The team also looks at how small caps and cyclicals are powering breadth in the market, whether momentum can outlast beta, and how tariff politics and regulatory shifts add new wrinkles to the outlook.
What this episode covers
RenMac discusses the Fed’s risk-management cut and the political dynamics shaping Powell’s next moves, why the internal divisions on rate cuts matter for markets, and what the latest housing and construction data signal for jobs andgrowth. The team also looks at how small caps and cyclicals are powering breadth in the market, whether momentum can outlast beta, and how tariff politics and regulatory shifts add new wrinkles to the outlook.
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RenMac Off-Script: Lack of Conviction
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