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RenMacAuthor: Jeff deGraaf, Neil Dutta, & Stephen Pavlick Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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RenMac Off-Script: Forecasts > Feelings*
Thursday, 6 August, 2026
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed is "momentum trading" monetary policy rather than forecasting inflation a year out. The team breaks down AI capex draining tech free cash flow, the Warsh Fed's dissents and Waller's hawkish turn, a stronger yen and the mechanics of possible FX intervention. They also explore new S&P highs, Middle East uncertainty, and the week ahead in the CPI print.
