RenMac Off-Script: Summer Soft-Patch
Aug 01, 2025•37 min
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Episode description
RenMac unpacks the sharp job revisions and weakening prime-age employment suggesting contraction, explores the Fed’s credibility crisis and potential for a September-to-December rate cut cycle, critiques Trump’s strategic positioning on the Fed Chair with Waller as the dark horse and flag narrowing breadth, seasonality risks, and why copper’s news-driven breakout may be a trap.
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