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RenMac: Renaissance Macro Research

@RenMacLLC • 62,362 subscribers

Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.

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Fed's 3-Step Checklist For Rate Hikes The First Crack: RenMac Off-Script
0:25
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Fed's 3-Step Checklist For Rate Hikes The First Crack: RenMac Off-Script

RenMac: Renaissance Macro Research

26,524 views • 2 months ago

Neil Dutta on Bloomberg Surveillance - 11/24/2025
7:46
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Neil Dutta on Bloomberg Surveillance - 11/24/2025

RenMac: Renaissance Macro Research

54,766 views • 10 months ago

We enjoyed sharing our views on Bloomberg TV … the Chair will be increasingly isolated from the rest of the committee
4:33
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We enjoyed sharing our views on Bloomberg TV … the Chair will be increasingly isolated from the rest of the committee

RenMac: Renaissance Macro Research

10,780 views • 1 month ago

Had a blast discussing the economic outlook with our friends Jonathan Ferro and Annmarie Hordern
10:03
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Had a blast discussing the economic outlook with our friends Jonathan Ferro and Annmarie Hordern

RenMac: Renaissance Macro Research

31,592 views • 1 year ago

Fed's Balance Sheet, Interest Rates.. and Warsh: The Real Story Full episode here: RenMac Off-Script 02.06.26
0:33
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Fed's Balance Sheet, Interest Rates.. and Warsh: The Real Story Full episode here: RenMac Off-Script 02.06.26

RenMac: Renaissance Macro Research

18,061 views • 7 months ago

AI Rally: When Will the 2000 Crash Happen? Deutsche Bank Vice Chair of Global Macro Ozan Korman Tarman joins RenMac's Off-Script Podcast with Neil Dutta, Steve Pavlick, and Steve Duttenhofer Around the World with Ozan: RenMac Off-Script
0:53
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AI Rally: When Will the 2000 Crash Happen? Deutsche Bank Vice Chair of Global Macro Ozan Korman Tarman joins RenMac's Off-Script Podcast with Neil Dutta, Steve Pavlick, and Steve Duttenhofer Around the World with Ozan: RenMac Off-Script

RenMac: Renaissance Macro Research

11,517 views • 4 months ago

The housing market is stuck because no one wants to trade a 3% mortgage for a 6% one. Congress could offer tax credits to offset the higher rates & sweeten the deal for first-time buyers. #HousingMarket #MortgageRates
0:51
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The housing market is stuck because no one wants to trade a 3% mortgage for a 6% one. Congress could offer tax credits to offset the higher rates & sweeten the deal for first-time buyers. #HousingMarket #MortgageRates

RenMac: Renaissance Macro Research

14,306 views • 8 months ago

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