Get weekend updates on the latest trends in S&P 100 stocks and the largest ETFs to stay ahead of the market.
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Weekly Special Report
During the week you will receive our most impactful report- whether it’s a unique policy perspective, economic data point from Dutta or a chart from deGraaf.
Get weekend updates on the latest trends in S&P 500 stocks and the largest ETFs to stay ahead of the market.
Advanced
Weekly Special Report
During the week you will receive our most impactful report- whether it’s a unique policy perspective, economic data point from Dutta or a chart from deGraaf.
Our clients tell us they follow our research because it is thoughtful and differentiated. They use it in their investment process to help interpret news flow.
Coherent
People use our research to have a coherent thought process around how the evolution in the economy may or may not impact financial markets.
Independent
Our research is Independent and not wedded to banking, director of research demands, or firm-wide call.
What’s the most effective way to apply your research?
Understand the Risks
Use our research to understand the risks to the consensus on both the upside and downside—though it’s worth noting that the consensus often gets it right too!
Technical Read
Get a technical read on markets on long-term and tactical basis.
Risk vs Reward
Understand good risk/reward setups.
Testimonials
What Our Clients Have To Say
“You guys seem to have a great thing going. What a fun team!”
— Growth Equity Manager
“Incredible call on China. A+”
— Money Manager
“Dutta has been en fuego… super helpful for us this year.”
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 covering US and Canada. Neil is considered a market economist, looking at the economic data and trying to highlight the risks to the consensus as he sees them.
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.
Our Philosophy
Deep, Original & Vetted Research
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 Outlook
We Think About Tomorrow
We do not provide stock picks and then tell you when we were right or how much money you would have made if you had known us two years ago.
Instead, we share insights gleaned from our past experiences, discuss our outlook for the future, and provide a wealth of data and intellectual analysis throughout the entire process.
In this episode, we break down the latest inflation data, what the bond market may be missing, shifting consumer and market trends, and what to watch from the Fed in the week ahead.
The timing of Amazon Prime Day depressed retail sales in July. Prime Day normally falls in July but happened in June this year. As a result, sales in June were juiced at July's expense. Average out the two months, core retail sales and food services, up just 0.1% per month.
Notable improvement in dining out over the last few months. Makes the recent slowing in employment across food services & drinking places look somewhat suspicious.
SF Fed: "Over the past four quarters ending in the second quarter of 2026 utilization-adjusted Total Factor Productivity fell at rate of -0.42%." To the extent there is productivity, it is about utilization of inputs, not some tech boom.
Asked & Answered – Access to Q&A content addressing client and market questions.
Weekend ETF Alerts
Services are provided on a subscription basis. The Adviser does not provide personalized investment advice or manage individual client accounts.
2. TERM
This Agreement commences upon the expiration of the 15-Day Free Trial period and continues on a month-to-month or quarter-to-quarter basis, as selected by the Client. The Agreement will automatically renew at the end of each billing cycle unless cancelled by the Client. Upon the death, disability or incapacitation of the client, the firm will only accept instructions from the client's legally authorized representative
3. FREE TRIAL
9 Old Kings Hwy S, Ste 300, Darien, CT 06820Client is entitled to a 15-Day Free Trial beginning on the date of initial enrollment. No charge will be made during the trial period. Client may cancel at any time during the trial period at no cost.
4. FEE ARRANGEMENT
The Client agrees to pay RM Advisory a quarterly advisory fee in accordance with the selected tier:
Advisory Pro: $1,200.00 per quarter
Advisory Advance: $800.00 per quarter
Advisory Basic: $550.00 per quarter
Billing will commence following the conclusion of the 15-Day Free Trial period. Client authorizes RM Advisory to charge the applicable fee to the payment method on file on a recurring basis. All fees are non-refundable except as otherwise required by applicable law. Written notice will be provided to the client beforehand, in the event of a planned/scheduled fee change.
5. FORMULA FOR COMPUTING THE ADVISORY FEE
The advisory fee is a flat subscription fee based on tier selected by the Client as set forth in Section 4 above. The fee is not based on, and shall not be computed by reference to, the performance of any specific investment recommendation, market index, or individual security.
6. PROHIBITION ON PERFORMANCE-BASED COMPENSATION
RM Advisory shall not be compensated on the basis of a share of capital gains upon, or capital appreciation of, Client funds or any portion thereof. The advisory fee is a flat fee as described in Sections 4 and 5 above and does not vary based on investment returns or the appreciation of any assets. Nothing herein prohibits fees based on total or net asset value, averaged over a definite period, as of definite dates, or taken as of a definite date, or performance fees otherwise permissible under Section 205 of the Investment Advisers Act of 1940 and any rules or regulations promulgated thereunder, to the extent applicable.
7. NON-ASSIGNMENT
RM Advisory shall not assign this Agreement without the prior written consent of the Client. For purposes of this Agreement, "assignment" includes any direct or indirect transfer or hypothecation of the Agreement by the assignor, or of the beneficial ownership of a controlling block of the assignor's outstanding voting securities by a security holder of the assignor.
8. PARTNERSHIP MEMBERSHIP CHANGES (If Applicable)
If RM Advisory is organized as a partnership, RM Advisory shall notify the Client of any change in the membership of the partnership within a reasonable time after such change occurs.
9. CANCELLATION
Client may cancel this Agreement at any time through the web portal prior to the next billing cycle. Upon cancellation, Client will retain access to services through the end of the current paid billing period. . No partial refunds will be issued for unused portions of a billing cycle.
10. CONFIDENTIALITY
All content, reports, alerts, models, portfolios, and materials provided by RM Advisory are proprietary and confidential. Client agrees not to share, reproduce, distribute, or resell any content received under this Agreement without the prior written consent of RM Advisory. This obligation is of particular importance given the proprietary and sensitive nature of certain PRO-exclusive content such as the Trifecta Portfolio and Daily Optimal Entries/Exits.
11. LIMITATION OF LIABILITY
RM Advisory shall not be liable for any direct, indirect, incidental, special, or consequential damages arising out of or related to the use of or inability to use the services provided under this Agreement.
12. GOVERNING LAW
This Agreement shall be governed by and construed in accordance with the laws of the applicable jurisdiction in which RM Advisory operates, without regard to conflict of law principles. The choice of law provision is that of the client's residence
13. AI Use and Automated Processing Restrictions
Client shall not, directly or indirectly, use any artificial intelligence system, machine learning model, automated tool, script, bot, or similar technology (“Automated Tools”) in connection with any materials, research, data, reports, analyses, indicators, or outputs provided by RM Advisory (“Proprietary Materials”) to:
(a) ingest, scrape, crawl, extract, or collect Proprietary Materials in bulk or by automated means;
(b) analyze, process, or use Proprietary Materials to train, fine-tune, improve, validate, or test any AI or machine learning system;
(c) generate outputs, models, signals, or other materials derived from Proprietary Materials; or
(d) bypass, circumvent, or interfere with any access controls implemented by RM Advisory.
Client shall not upload or provide Proprietary Materials to any third-party AI platform without prior written consent.
Client shall ensure that its employees, contractors, and service providers comply with this Section.
14. Prohibition on Reverse Engineering
Client shall not reverse engineer, deconstruct, or attempt to derive the structure, methodology, or underlying logic of any Proprietary Materials.
(a) attempt to infer or replicate any formula, model, algorithm, feature set, or weighting;
(b) perform comparative or systematic analysis of outputs to identify patterns;
(c) use Automated Tools to approximate RM Advisory methodologies.
15. Derivative Works
Client shall not create or develop any materials, models, signals, or outputs derived from Proprietary Materials (“Derivative Works”) without prior written consent.
(a) incorporate RM Advisory outputs;
(b) replicate performance or characteristics;
(c) use Proprietary Materials as inputs.
Any such works shall be assigned to RM Advisory or destroyed.
16. To comply with the below New Jersey Administrative Code citation, N.J.A.C.
13:47A-2.13 Investment adviser brochure rule (c) Delivery of the brochure required under this section shall be as follows:
1. Initial delivery. An investment adviser, except as provided in (c)3 below, shall deliver the Part 2A brochure and any brochure supplements required by this section to a prospective advisory client:
i. Not less than 48 hours prior to entering into any advisory contract with such client or prospective client; or
ii. At the time of entering into any such contract, if the advisory client has a right to terminate the contract without penalty within five business days after entering into the contract.
17. To comply with the below New Jersey Uniform Securities Law citation;
N.J.S.A. 49:3-53 Prohibited practices relative to investment adviser.
(b) It shall be unlawful for any person acting as an investment adviser, whether required to be registered or not, to enter into, extend, or renew any investment advisory contract unless it provides in writing (2) that the investment adviser shall notify the other party to the contract of any change in control of the investment adviser within a reasonable time after the change
