“Units under construction will continue to decline” - Neil Dutta https://lnkd.in/eciPsPEn
RenMac
金融服务
New York，NY 3,044 位关注者
Renaissance Macro Research: A Differentiated Approach to Macro Investing
关于我们
Founded in March 2011 by Jeff deGraaf. RenMac is committed exclusively to providing the institutional buy side community with specialized macro research. We help clients view the world through a different lens not readily available from traditional investment houses and boutiques. Armed with a sales force with over six decades of experience focused exclusively on macro research, RenMac is dedicated to deciphering and understanding the macro factors that impact the investment world by providing unique, insightful and unbiased top down analysis from thought leaders in the industry. Current coverage includes: Technical/Strategy, Washington Policy, Economics, Small Cap Strategy, Sector Deep Dives and Commodity Analysis. RenMac is an approved FINRA Broker/Dealer.
- 网站
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https://www.renmac.com
RenMac的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2011
地点
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主要
获取路线
116 East 16th Street
12th Floor
US，NY，New York，10003
RenMac员工
动态
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“Improved Standing with Republican Senators” - Steve Pavlick https://lnkd.in/eciPsPEn
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More signs of service sector productivity growth? S&P Global US Services PMI jumps to a fresh high of 57.0 in November. Solid growth. However, employment sub-index slid to 48.7, a three-month low. Stay informed with the latest insights—our newest macro newsletter releases later today! Sign up for free at renmac.com/newsletter
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In the November Philly Fed: Survey respondents while cautious on current conditions remain bulled-up about the outlook. The six-month business outlook rose to 56.6, the highest since mid-2021. Stay informed with the latest insights—sign up for our free macro newsletter at renmac.com/newsletter.
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“Cyclicals and Semis can’t diverge for long… what we want to see play out” – Jeff deGraaf https://lnkd.in/ecw8GDZf
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“Trump the Entertainer… and firmly in charge” – Stephen Pavlick https://lnkd.in/ecw8GDZf
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“Too much complacency around upcoming data” – Neil Dutta https://lnkd.in/ecw8GDZf
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Within the Empire, concerns about inflation: six-month expectations for prices paid & received strengthened. This could be a sign firms are discounting tariffs in 2025. With the economy emerging from a period of high inflation, the Fed may not be as accommodating as it was in 2018–2019. Get the latest insights by signing up for our free macro newsletter: renmac.com/newsletter
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This was not a good PPI report in terms of what it implies for core PCE (0.3%). Upward pressure in airfares, healthcare, and portfolio management. Request a trial of our research here: https://lnkd.in/ecwRpyx9
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