RenMac: Renaissance Macro Research

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@RenMacLLC

Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.

New York, NY linktr.ee/renmacllc Joined September 2015

1.1K Following 64K Followers 10K Posts

Latest posts 5

RenMac: Renaissance Macro Research @RenMacLLC 19h

Why “Hitting the Generals” Matters
Catch the full episode here: youtu.be/uJZjCAzI3fA
Neocloudy With a Chance of Defaults*: RenMac Off-Script
#StockMarket #Investing

1:06

RenMac: Renaissance Macro Research @RenMacLLC 1d

Inside HY the median bond is at the 39th percentile of its own 2-year range while 14% of bonds sit at 2yr wides (a tail repricing, not a broad one). The widening is concentrated in Hyperscalers / Mega-cap Tech, Semiconductors. #RenMac

RenMac: Renaissance Macro Research @RenMacLLC 1d

AI and Jobs: Why the Labor Market Hasn’t Changed Yet
Catch the full episode here: youtu.be/uJZjCAzI3fA
Neocloudy With a Chance of Defaults*: RenMac Off-Script

1:15

RenMac: Renaissance Macro Research @RenMacLLC 2d

The Real Danger with Regulation
Catch the full episode here: youtu.be/uJZjCAzI3fA
Neocloudy With a Chance of Defaults*: RenMac Off-Script
#Finance #Investing

1:11

RenMac: Renaissance Macro Research @RenMacLLC 2d

AI Data Centers: How Election Upsets Could Shape the Buildout
Catch the full episode here: youtu.be/uJZjCAzI3fA
Neocloudy With a Chance of Defaults*: RenMac Off-Script
#AI #Tech #Policy

0:39