RenMac Off-Script: Trad(ing) Tensions

The RenMac Offscript podcast features Steve Duttnafer, Jeff deGraaf, Neil Dutta, Steve Pavlick, and Kelly Ann Shaw discussing recent trade deals, particularly those giving preferential access to Western Hemisphere textile products. They explore the potential impact of these deals on supply chains and the US trade deficit. The conversation shifts to the Federal Reserve's stance on interest rate cuts, with concerns raised about a potential policy mistake given signs of a slowing job market. Kelly Ann Shaw provides insights on the evolving relationship between Congress and the President, the economic literacy of Congress, and the bipartisan approach to China. The podcast concludes with a mailbag segment addressing questions about non-farm payrolls and owner's equivalent rent, followed by a discussion of what the hosts are watching in the coming week, including government spending bills, tariff policies, and market trends.