Learn from our data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.
Despite Friday's $SPX weakness, 68% of the Russell 3000 advanced on the day. That's a large divergence between external (price) and internal (constituents) readings.
We do not provide stock picks, then tell you when we were right or how much money you would have made if you had known us 2 years ago. We tell you what we have learned from the past, what we think about the future, and we provide data and intellect throughout the entire process. We provide data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy.
Here’s What You Get
Get data driven insight delivered throughout the week.
Monday Macro Meeting
Our premier product featuring four macro analysts offering critical insights on investments and policies.
In the days of large trading floors and morning meetings, the analysts would fight for a few minutes of airtime to push their views to sales & trading. This is our premier product featuring four macro analysts offering critical insights on investments and policies. This is less about “the week ahead” and more about what is key to investors in the current environment. Get a seat at the table every Monday for about 20 minutes. Meet the analysts.
Each week we hand pick an Economic or Policy Report and deliver it as a midweek “special”.
Our research has shown Policy is the most under-covered macro research product. We believe who is in office and what party has control is extremely important to understanding what can and can’t happen. From Taxes, to Trade, we want to make sure we aren’t only aware, but positioned correctly. Each week we take the most read Economic or Policy Report and deliver it as a midweek “special”.
All the macro air-cover you need as we highlight our economic, policy, strategy, and technical work from the week.
There was a tradition on Wall Street where the day started at 7am with a firm-wide morning meeting only to be summarized by a sales/trader in their Desk Note. The Desk Note is similar with highlights of our economic, policy, strategy, and technical work providing you with the macro air-cover you need to make informed decisions.
Short videos answering our institutional clients questions.
Quick, timely 2 minute videos hitting on what we are hearing, seeing or saying relevant to the macro landscape.
Watch Recent Videos
Wistling Past Bank Reserve Drawdown
RenMac Asked & Answered: Neil Dutta is talking Inflation
Neil Dutta talks about Fed’s Meeting Today
As Needed
Learn our process to improve your process.
We help you understand where we are in the market cycle, what history tells us about the future, and the unique issues of today stretch beyond GDP estimates or year-end S&P targets.
The RenMac partners left large bulge-brackets to build a world class database of research dating back to the 1920s. We continue to expand our reach and intellectual horse-power into more markets and disciplines as we strive to provide the deepest, most original, and thoroughly vetted research available.
Renaissance Macro provides clients with data driven insight matched with decades of experience in triangulating the macro-pillars of money management: economic, policy, and strategy. Understanding where we are in the market cycle, what history tells us about the future, and unique issues of today stretch beyond the most recent headline, elections, and the next quarterly estimate. You need more from what you can get for free and you deserve more than a tweet or blog. We built RenMac Access for those that need that macro air-cover but don’t currently have access to our institutional products. This is an excellent starting point in better understanding our process.
Jeffrey DeGraaf, CEO
Our Team
Trained, Experienced Researchers
When we say all the macro air-cover in one place—we mean in one place and for one price! RenMac Access has three senior, top ranked, analysts providing you with all necessary macro analysis you need to make informed decisions.
Jeff deGraaf
Head of Technical Research
As a member of Institutional Investor’s Hall of Fame, Jeff has helped legitimize technical analysis by 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.
Neil Dutta
Head of Economic Research
Neil Dutta leads RenMac’s economic research efforts, analyzing global trends and cross market investment themes. Neil joined RenMac after spending seven years at Bank of America-Merrill Lynch, where he was a senior economist under David Rosenberg. Neil is considered a market economist, looking for opportunities in the data and where things could be different vs. guessing what the data might be in the future and adjusting the forecast after the fact.
Steve Pavlick
Research
As the Head of Policy at Renaissance Macro, Steve helps buy-side clients identify opportunities and price political, legislative, and regulatory risks in today’s dynamic public policy environment.
View Our Process
Get Access to a Better Perspective
The Monday Macro Meeting
Our premier product featuring four macro analysts offering critical insights on investments and policies.
The Special Reserve
Each week we hand pick an Economic or Policy Report and deliver it as a midweek “special”.
The Desk Note
All the macro air-cover you need as we highlight of our economic, policy, strategy, and technical work from the week.
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