RenMac Off-Script: Flying Blind
About this episode
The episode discusses the Fed's hawkish shift and its impact on market dynamics, including private credit stress and oil prices.
RenMac breaks down a hawkish shift from the Fed and why higher real yields are reshaping market leadership beneath the surface. The team discusses Treasury Secretary Scott Bessent's economic agenda, the rotation away from the Mag 7, mounting stress in private credit, the outlook for Iran and oil prices, and why improving market breadth is encouraging—but not yet an all-clear signal
More episodes of RenMac
- RenMac Off-Script: Memorandum of Misunderstanding
- RenMac Off-Script: Redistributing the Oxygen*
- RenMac Off-Script: State of the Fed Disunion
- RenMac Off-Script: Warsh Lets the Hawks Fly
Explore listener stats, chart rankings, contacts and more on the RenMac podcast page.