We provide data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.
At RenMac, it's not just about the numbers and data. It's about the experts who've dedicated their lives to providing some of the deepest, most original, and thoroughly vetted research on the street.
Macroeconomics
Neil Dutta continues to lead the new guard of economists with data driven analysis and modeling. Neil covers the globe with a primary focus on US data and The Fed.
Washington DC + Policy
Steve Pavlick leads our policy analysis with fresh insight. Steve helps buy-side clients identify opportunities and price political, legislative, and regulatory risks in today’s dynamic public policy environment.
Investment Strategy
Jeff deGraaf has been one of Wall Street’s most influential macro-analysts over the last quarter-century. His process assisted clients in navigating both the up and downside as well as the inherent risks associated with this business. Employing a disciplined process reliant on data, history, and statistics, while discounting the narrative-based approach that remains so popular on Wall Street. His dedication to the business, unquenchable passion for markets and history creates a foundation that offers the flexibility to profit and protect.
Our research and insights help clients understand where we are in the market cycle, what history tells us about the future, and gain depth on the unique issues of today that stretch beyond the most recent headline
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