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RenMac Off-Script: Trump/Powell Play Chicken

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Manage episode 499053776 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
  continue reading

253 episodes

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RenMac Off-Script: Trump/Powell Play Chicken

RenMac

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Manage episode 499053776 series 2531218
Content provided by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff deGraaf, Neil Dutta, & Stephen Pavlick, Jeff deGraaf, Neil Dutta, and Stephen Pavlick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
  continue reading

253 episodes

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