RenMac: Renaissance Macro Research
@RenMacLLC
Followers
48K
Following
17K
Statuses
7K
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
Joined September 2015
Beware Seeing Trump As The Boy Who Cries Wolf… He Might Actually Xi One - Steve Pavlick
0
1
15
Don't Miss Your Exclusive Invitation! Professional money managers and RIAs, your opportunity to join our Exclusive Client Call—the Monday Macro Meeting—is here. This upcoming Monday, February 10th at 8 AM EST, we’ll discuss: Nonfarm Payroll Developments In-Depth Market Cycle Clock Insights Key ISM Data Trends The Latest on Tariffs and more Join us and get the insights that matter for today’s evolving markets. 🔗 Apply now for your exclusive invitation:
0
0
5
Things That Have My Attention – Neil Dutta
0
1
11
Our exclusive Market Cycle Clock gives you a clear look at where the market stands right now. Professional money managers & RIAs, join our Monday Macro Meeting on Monday, February 10th at 8 AM EST for in-depth analysis and actionable insights. Apply now for your exclusive invitation:
0
0
4
Markets and Economy Singing From The Same Hymnal - Jeff deGraaf
0
2
9
Yes, longer-term inflation expectations have been drifting higher, but a bunch of people in the University of Michigan Survey also seem to think prices will go up by 10% or more. Seems a bit much tariffs and all.
4
4
34
Tariffs are shaking up the markets – and you don't want to miss the impact. Professional money managers & RIAs, join our exclusive Monday Macro Meeting on Monday, February 10th at 8 AM EST to get the inside scoop on the latest tariff developments. Apply now for your exclusive invitation:
2
1
9
RT @RickPalaciosJr: January new home sales lift weakest in our homebuilder survey history back to 2012. This is the chart I alluded to earl…
0
35
0
Factory output likely fell in January. We know that aggregate hours are used to tabulate the Fed's IP figures. In January, aggregate hours worked for production and nonsupervisory workers in manufacturing declined 0.6%, the biggest decline in three months.
0
3
14
Cyclically sensitive areas have slowed. Goods-producing employment (mining/logging, manufacturing and construction) has declined slightly over the last six months. By contrast, service providing industries have seen a pick-up.
1
9
53
$EIX is flagging as a sellers' frenzy in our work. Caught up in the CA wildfire blame game, with several unknowns remaining, but not unlimited, many smart investors we talk w/ are kicking the tires.
0
0
12
Find out what Air-freight and Logistics performance tells us about forward Industrial Production numbers. This week only: Sign up for RenMac’s Monday Morning Macro Meeting
0
0
14
@B_radRiffs @DonMiami3 Valuation is kinda the physics of our business, the problem is it's quantum mechanics where really weird $ happens, not linear/rational Newtonian physics.
0
1
6
RT @DeItaone: Redfin Reports New Listings Post Biggest Increase of the Yr While Homebuying Demand Declines, Leading to Big Pool of Supply
0
37
0
Exclusive Invitation for Professional Money Managers & RIAs Join our Exclusive Client Call—our Monday Macro Meeting—on Monday, February 10th at 8 AM EST. Get the insights that matter, including updates on: ✅ Latest on Tariffs ✅ Nonfarm Payrolls ✅ Market Cycle Clock Updates ✅ ISM Report Insights ✅ and more Space is limited. Apply now for your exclusive invitation: 🔗
1
0
3
RT @RickPalaciosJr: January homebuilder sales trailed the seasonal lift we typically see in our survey. Texas and the Southeast regions sto…
0
13
0
Policy uncertainty tends to be bullish, not bearish for the markets. Cut through the noise and get real insights at our next Monday Macro Meeting. Professional money managers & RIAs, we invite you to join us this Monday at 8 AM EST. Apply now for your exclusive invite:
2
12
71