RenMac Off-Script: Data Gone Wiles

This week, the hosts dive into the cooling inflation and rising global yields, suggesting a shift in macro dynamics. Neil highlights the implications of increasing unemployment alongside falling inflation, while Jeff notes how historically, this contraction benefits equity returns. Tensions in China and the U.S. over Taiwan and Panama add a layer of geopolitical complexity. The discussion also touches on potential Fed leadership changes and implications for currency volatility amid divergent central banks.