RenMac Off-Script: State of the Fed Disunion
About this episode
The episode discusses the current state of the Federal Reserve and its challenges in achieving price stability amidst various market pressures.
RenMac is joined by banking and payments veteran Howard Mason and digs into a soft payroll report, Chair Warsh's price-stability regime shift, and firming real rates. The team questions how the Fed actually delivers on price stability while hawks fill the vacuum, and turns to a market cycle clock stuck in its worst zone, thinning semiconductor leadership, embers of private credit stress, the yen carry trade and the oil-and-gas round trip.
More episodes of RenMac
- RenMac Off-Script: Memorandum of Misunderstanding
- RenMac Off-Script: Redistributing the Oxygen*
- RenMac Off-Script: Flying Blind
- RenMac Off-Script: Warsh Lets the Hawks Fly
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