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Apr 4, 2025 49 min

RenMac Off-Script: Obliteration Day

from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac discusses the difference between trade deficits and tariffs, the “escalate to de-escalate” strategy, today’s payroll numbers, how the Fed is thinking about rates, the spike in capitulation measures, and having a mind-set of “what can go right”.

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RenMac Off-Script: Obliteration Day

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This episode was published on April 4, 2025.

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