Jeff DeGraff

In this discussion, Jeff DeGraff, Chairman of Renaissance Macro, and Neil Dutta, Head of Economic Research at Renaissance Macro, delve into pressing market trends. They explore the implications of Fed easing on current market uptrends and the risks of sluggish housing affecting employment. Jeff analyzes the global bull market and gold's surge, while Neil argues for the reliability of employment data over GDP. They also address misconceptions in trading and weigh the potential impact of AI on productivity in the economy.

Lori Calvacina, Head of U.S. Equity Strategy at RBC, and Jeff DeGraff, Chairman of Renaissance Macro Research, bring their expertise to the table. They dive into U.S.-China trade tensions and their market implications, shedding light on investor sentiment. The duo analyzes the negative impact of steel tariffs on automakers like Ford and GM and discusses the Federal Reserve's potential reactions to economic indicators. They also explore the seasonal stock trends and the recent dynamics between stock and bond markets, offering insights for savvy investors.

Neil Dutta, an economist at Renaissance Macro, discusses the troubling signs in the housing market, indicating weaker construction and potential job losses. He also covers the Fed’s cautious approach to rate cuts. Jeffrey DeGraff contributes a global perspective, sharing his bullish views on equities despite ongoing tariff concerns. Together, they provide insightful analysis on macroeconomic trends and the future of housing and the stock market, making for a compelling conversation on today's financial landscape.

In this discussion, Kate Moore, Citi Wealth CIO, provides insights on economic conditions, examining the impact of rising Treasury yields on market dynamics. Kevin Gordon, Charles Robb Senior Investment Strategist, explores consumer sentiment, highlighting its resilience amidst sluggish growth. Jeff DeGraff, a top technician, shares crucial insights into the market's recent volatility, focusing on how fluctuating yields influence stock performance. Together, they navigate the complex interplay of market trends, investment strategies, and the implications for future financial landscapes.

Jeff DeGraff, Chairman at Renaissance Macro Research, and Brian Belski, Chief Investment Strategist at BMO Capital Markets, discuss the tension between President Trump and Fed Chair Jerome Powell over interest rates. They analyze the implications of U.S.-Asia trade tensions on market dynamics and delve into the dollar’s role as the world's reserve currency. Market sentiment is explored, particularly with gold's rising value and the impact of tariffs on investor psychology. The conversation highlights strategies for navigating this uncertain financial landscape.