RenMac Off-Script: Don't Fist Fight the Fed
Jul 25, 2025•42 min
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Episode description
RenMac talks tariffs and who really bears the burden, Trump’s Fed site-visit and true objective, the narrow market excuse and why it’s more bearish propaganda than insightful utility, and the negative global liquidity story imbedded in JGB normalization and the Yen carry trade unwind.
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