RenMac Off-Script: Payrolls, PMIs & Poolside Predictions
Update: 2025-07-04
Description
RenMac dives into the July 4th weekend with a fresh look at the payroll surprise, Fed expectations, the global PMI paradox, and whether the market can stomach high rates. Neil unpacks sluggish job growth beneath the headline beat, Jeff outlines the capex-driven cyclicals leading the rally, and the crew debates whether PMIs and yield curves have lost their forecasting mojo. Plus: why financials might shine, how real yields shape allocation, and yes—cucumber gin makes another cameo.
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