EPISODE · Aug 8, 2025 · 34 MIN
RenMac Off-Script: Trump/Powell Play Chicken
from RenMac · host 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
What this episode covers
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
NOW PLAYING
RenMac Off-Script: Trump/Powell Play Chicken
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.