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RenMac: Renaissance Macro Research

@renmacllc.bsky.social

Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.

279 Followers  |  1 Following  |  2 Posts  |  Joined: 26.03.2025  |  1.274

Latest posts by renmacllc.bsky.social on Bluesky

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Core durable goods shipments have perked up, climbing 4 of the last 5 months, and up 3.0% SAAR in the six months ending in February. We're skeptical this lasts. Our tracking model of capex intentions across the various regional manufacturing PMIs points to an abrupt about-face.

26.03.2025 21:24 β€” πŸ‘ 3    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
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$XBT closest $QQQ and $SPX proxy to reach its descending 50-day at $90,053, supportive for further equity gains if it can sustain above it. #Bitcoin

26.03.2025 04:39 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

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