Navigating Market Dynamics: Insights on Economic Disconnect

RenMac discusses how Fed politics and the upcoming FOMC decision are colliding with market expectations, why shutdown risks remain elevated despite hopes for cooler partisan tensions, and how tariffs with China, Mexico, and India are evolving in unexpected ways. The team also debates whether markets are signaling resilience or simply fibbing in the face of weak jobs data, rising slack, and slowing growth, while investors bet on a productivity boom to justify record highs.