Jeff deGraaf

Jeff deGraaf, founder of Renaissance Macro Research with over 35 years of market insight, discusses why he believes a recession is unlikely. He breaks down the current market regime and explores the resilience of various S&P sectors amid economic uncertainties. Jeff compares U.S. markets to those in Europe and China, examines the outlook for yields, credit spreads, and offers perspectives on both gold and Bitcoin. His analysis highlights the investment landscape for 2025, focusing on how policy uncertainty impacts market reactions.

Isabelle Mateos y Lago, Chief Global Economist at BNP Paribas, shares insights on the global effects of tariffs and inflation expectations as US-China trade talks resume. Francisco Blanch, Head of Global Commodities at Bank of America Securities, discusses how trade wars are reshaping agriculture and commodity markets, particularly energy dynamics. Jeff deGraaf, Head of Technical Research at Renaissance Macro Research, offers valuable technical analysis strategies to navigate market uncertainty and examines how volatility can impact trading decisions.

Jeff deGraaf, Market Cycle Clock expert from RenMac, joins The Compound and Friends to discuss technical analysis, momentum factor, Apple outlook, Market Cycle Clock, the Fed, Starbucks earnings, and more. The podcast covers market trends, stock declines, market dynamics, consumer spending shifts, momentum analysis, potential 5% 10-year yield, and a fun comparison of John Wick and Ripley movies.

Jeff deGraaf, founder of Renaissance Macro Research, discusses his insights on financial markets with a focus on macroeconomic conditions. He shares his career journey, highlighting key moments leading to the 2007-08 crisis. The conversation dives into sector trends like private equity and small caps, as well as technical analysis of gold's recent surge. Jeff evaluates potential bubbles and the implications of Federal Reserve policies on current market dynamics. He also shares RenMac's strategic approaches to investing and market research.

Jeff deGraaf, the founder and head of technical research at Renaissance Macro Research, shares his expertise as a top technical analyst in Wall Street's Analyst Hall of Fame. He discusses the contrast between technical and fundamental analysis, emphasizing the significance of market psychology in decision-making. Jeff highlights the importance of adapting investment strategies in dynamic markets and navigating price signals over narratives. He also explores the impact of inflation on market dynamics and the nuances of investment errors.