RenMac Off-Script: Summer Soft-Patch
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac unpacks the sharp job revisions and weakening prime-age employment suggesting contraction, explores the Fed’s credibility crisis and potential for a September-to-December rate cut cycle, critiques Trump’s strategic positioning on the Fed Chair with Waller as the dark horse and flag narrowing breadth, seasonality risks, and why copper’s news-driven breakout may be a trap.
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How long is this episode of RenMac?
This episode is 36 minutes long.
When was this RenMac episode published?
This episode was published on August 1, 2025.
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