RenMac Off-Script: Trump/Powell Play Chicken
from RenMac Hosted by Jeff deGraaf, Neil Dutta, & Stephen Pavlick
RenMac breaks down the sharp rise in effective tariffs and who’s really paying for them, how firms may react to margin pressure with layoffs or price hikes, the macro regime shift that’s pulling markets back to pre-GFC behavior, how game theory is guiding Trump’s Fed chess match and whether or not Waller is already acting as shadow Fed chair
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How long is this episode of RenMac?
This episode is 34 minutes long.
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This episode was published on August 8, 2025.
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