Chris Jennings

[Forward Guidance @ForwardGuidance]

🎙️NEW POD: The Fed Is Losing Its Easing Bias While AI Props Up The Economy

We Cover:
🔸 AI propping up growth
🔸 Fed focusing on inflation
🔸 K-shaped consumer
🔸 Manufacturing boom mirage
🔸 Warsh’s impossible task & more!

@RenMacLLC @fejau_inc

Links Below ↓

[Blue A @SeaTown1980]

@GOP_is_Gutless @grok is this a real statement?

[Smith Center South @SmithCenterUNC]

A Tar Heel quarterback. A Carolina tradition. One message about the Dean Dome.

Drake Maye speaks.

#RenovateDontRelocate #UNC #DeanDome #Tarheels #CarolinaBasketball

[Tansu Yegen @TansuYegen]

Focus vs Multitasking when you have many things to do... This is 100% true!

[RenMac: Renaissance Macro Research @RenMacLLC]

Paging President Bostic. The Atlanta Fed's Business Inflation Expectations Survey shows that the expected change to units costs over the next 12 months slid to 2.0 in January, the lowest since December 2024. Firm inflation expectations seem fine.

[RenMac: Renaissance Macro Research @RenMacLLC]

RenMac Edge is officially in the books.
A sold-out room, sharp conversations, and an exceptional group of clients and speakers made this inaugural event a success.
Grateful to everyone who joined us.

[RenMac: Renaissance Macro Research @RenMacLLC]

Life Science & Tool names have turned bullish in our relative trend work for R1. Plenty of names have been leading this higher as early indication, but the group has now confirmed. $SPX

[RenMac: Renaissance Macro Research @RenMacLLC]

RenMac Edge: All fun and games until someone learns something…and we all did. A special thanks to clients, guest-speakers, and RM organizers for making this year an inaugural success! We’ve set the bar high for 2027, see you there!!!

[RenMac: Renaissance Macro Research @RenMacLLC]

Thank you ⁦@CathieDWood⁩ for your transparency, sharing your insights and not shying away from hard questions at RenMac Edge this week!

[RenMac: Renaissance Macro Research @RenMacLLC]

Big Oil: Pump for Trump
For full show, click here: https://t.co/nqqlISF4rj

Hidden Cracks in Jobs and Venezuela, shifts in AI and contrarian plays in Healthcare and Biotech

[RenMac: Renaissance Macro Research @RenMacLLC]

Housing starts, which hit a fresh low in October, are running below housing completions. This means units under construction will keep falling.

[RenMac: Renaissance Macro Research @RenMacLLC]

Market response in 2026 hinges on inflation's trajectory.

Click here for full episode: https://t.co/9mvolviXRw

RenMac Off-Script: Inflation Hits the Slopes
Striking Ski Patrol, Metal Market Bubbles, The Inflation Pivot and The Political Reality Facing Markets in 2026

[A Man Of Memes @RickyDoggin]

This is so funny 🤣

[RenMac: Renaissance Macro Research @RenMacLLC]

RenMac and Make-A-Wish Foundation

Click here for full episode: https://t.co/9mvolviXRw

RenMac Off-Script: Inflation Hits the Slopes
Striking Ski Patrol, Metal Market Bubbles, The Inflation Pivot and The Political Reality Facing Markets in 2026

[Chris Jennings @CJenx34]

Some people love the beach, some love the mountains, and some of us appreciate both.
Neil, however, has made it abundantly clear that the mountains are not his terrain—and to be fair, he’s not wrong about the prices. At this point, it’s cheaper to fly to Europe, ski, après-ski, and be home after a long weekend than it is to hit a mountain resort out West.

[RenMac: Renaissance Macro Research @RenMacLLC]

Is AI the game-changer, or the innovators who harness its power?

Click here for full episode: https://t.co/9mvolviXRw

RenMac Off-Script: Inflation Hits the Slopes
Striking Ski Patrol, Metal Market Bubbles, The Inflation Pivot and The Political Reality Facing Markets in 2026

[RenMac: Renaissance Macro Research @RenMacLLC]

This morning, we saw the Global Manufacturing PMI dip 0.1pt to 50.4 in December. Europe remains sluggish, especially Germany, where new orders slid to their lowest since January. The good news was largely in Asia Pac, which saw China return to slight growth.

[Chris Jennings @CJenx34]

@CoachDanGo F