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.
Neil at @renmacllc: I’d hold your horses on expecting some sort of fiscal tailwind from tariff refunds.
https://www.linkedin.com/posts/dutta-neil_supreme-court-strikes-down-trumps-tariffs-activity-7430642782857244672-S54b?utm_source=share&utm_medium=member_desktop&rcm=ACoAAADR3MEBDGKMqOv38Nf-SqWZ5BVVW8A8WcY
The Trump administration has other tariff authorities it could pivot to …
Sec. 122 of 1974 Trade Act. A maximum tariff of 15% for up to 150 days to address deficits. No investigation required. This authority has never been invoked before.
On the surface, household finances look decent. But income gains are narrow. Transfers were 45% of total income growth in Dec. Other Transfers were 27% of the total driven by a utility payout for the 2023 Maui fires. Medicare added another 12% of total.
In 2025, real GDP expanded 2.2 percent Q4/Q4. However, real incomes net of transfers were flat over this period. We’ll probably need to see income growth perk up this year. There is a limit to pushing down saving to lift consumption.
Housing channel checks and hard data releases so far in 2026 look increasingly like a rinse and repeat of early 2025 (which wasn’t great). Mortage rates are ~6% now vs ~7% then, so it’s concerning no real momentum we’re consistently seeing yet (new homes, resale, R&R, etc.).
