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policy

Inside Washington. Inside the Investment Process.

Steve Pavlick, former Deputy Assistant Secretary at the U.S. Treasury, leads RenMac’s policy research. This isn’t political commentary; it’s structured fiscal and regulatory analysis built for portfolio professionals.
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Policy Isn't Macro Context. It Is Macro.

The distinction matters. RenMac integrates fiscal, regulatory, and geopolitical policy developments directly into macro strategy and technical positioning—not as a supplementary commentary layer, but as a primary driver of growth expectations, inflation dynamics, liquidity conditions, and sector dispersion. When Washington shifts, the framework already accounts for it.

RenMac Policy Report

Published weekdays, the RPR offers structured insight into legislative and regulatory developments. While the focus is on topical issues, the common thread is a thoughtful analysis of trade disputes, sector ripple effects, and political noise.
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RenMac Policy

Divide Still Exists Between Voters & Economists
Negative New Hampshire Narrative

Tailored Alerts for Institutional Workflows

RenMac’s policy coverage is structured for institutional decision-making.
You’ll receive:
Real-time alerts around legislative developments
Weekly structured policy recaps
Targeted analysis aligned with client portfolios or watchlists
Thematic overlays tied to specific sectors

As a boutique firm, we work directly with CIOs, portfolio managers, and analysts to tailor economic analysis and policy interpretation to their specific mandates. This provides direct access to senior analysts and ongoing dialogue tailored to institutional workflows.

Policy As a Macro Input

Policy research doesn’t belong in a silo. By focusing on it as an input, RenMac ensures that it informs:
  • Growth expectations
  • Inflation dynamics
  • Liquidity conditions
  • Sector dispersion
  • Cross-asset volatility

When Washington shifts, markets adjust. A key consideration is how portfolios respond to evolving policy conditions. Our approach allows policy developments to be integrated into macro investment strategy and technical positioning.

Insights

Recent Economic Analysis and Policy Updates

Explore the latest policy briefings, fiscal analysis, and legislative risk commentary from RenMac’s Washington research team.

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Common Questions About Policy

How does RenMac integrate Washington policy research into market strategy?
Policy isn’t headline commentary to us; it’s an asset re-pricing engine. We evaluate tax and legislative agendas, regulatory shifts, trade policy, and geopolitical tensions through a strict monetary and market lens. Our goal is to translate complex legislative language into direct sector impact, identifying regulatory winners and losers before policy changes are fully priced into the market.
We write about what matters to investors, when it matters, with a view on what’s likely to happen rather than a recap of what already did. We follow the cyclicality of the policy calendar and connect it to the broader macro picture, honing our focus on what actually impacts the markets.
When our policy research differs from the consensus, it is backed with facts based on a variety of factors. Policy research inherently carries several qualitative data points that we integrate to provide a comprehensive, yet nuanced, analysis.

Integrate Policy Analysis Into Your Macro Process

RenMac’s economic analysis and policy research connect Washington to portfolio construction in a disciplined way. Engage with a policy framework built by professionals who have worked inside the system and understand how policy processes develop and evolve.
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Avhan Misra

Red Team Lead
B.S. in Computer Science and Operations Research & Information Engineering, Cornell University
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Adam Sharvit

Director, RMA

As Director at RenMac Access, Adam blends a deep passion for finance with a proven talent for sales leadership to help clients access the insights they need to navigate markets with confidence. With a focus on building relationships and delivering value-driven solutions, he thrives at the intersection of market expertise and client engagement.

Over the years, he has developed a keen understanding of macro strategy, investment research, and financial advisory needs, enabling him to connect clients with the data, research, and analysis that powers smarter decision-making. His goal is simple: to help clients cut through the noise, uncover opportunities, and grow their business with the support of RenMac’s leading research platform.

Passionate about sales strategy, client success, and financial innovation, Adam is always exploring new ways to create meaningful partnerships and drive business growth.

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Steve Pavlick

Washington Policy Advisor

Steve Pavlick serves as RenMac’s Washington Policy Advisor.

Steve Pavlick brings more than two decades of experience at the intersection of Capitol Hill and capital markets, helping investors anticipate political, legislative, and regulatory outcomes. He currently works with Mindset LLC (a bipartisan public policy firm) and advises to RenMac. Previously, he was Deputy Assistant Secretary for Legislative Affairs at the U.S. Treasury under Secretary Mnuchin, leading congressional engagement on international affairs, CFIUS, and FIRRMA. Earlier roles include the Trump Presidential Transition Team, Research Director at Mindset, and staff positions for Senate Majority Leader Bill Frist and Senator George Allen. Steve is a frequent guest on CNBC, Bloomberg, and Fox Business. He holds an MBA from UVA Darden and a BSBA from Georgetown.

Steve lives in Potomac, MD, with his wife Rachel and their sons Stephen and George.

His hidden talent is applying the mixology skills he acquired as a former bartender at the City Tavern Club.

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Brady deGraaf

Red Team Associate
Brady deGraaf is a Research Associate and AI Specialist at Renaissance Macro Research. Prior to joining RenMac, Brady held an internship position at Castle Hook Partners, a New York based global macro hedge fund. He graduated from Purdue University in May 2026 with a bachelor’s degree in Industrial Engineering, bringing an analytical, systems-oriented approach to his work supporting RenMac’s research and artificial intelligence initiatives.
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Val Geslak

Associate

Valerie Geslak is a Marketing and Sales Associate at RenMac, where she works across the firm’s digital content and distribution efforts. She collaborates on social media strategy and production and supports the firm’s podcast, RenMac Off Script. Valerie graduated from Fairfield University in May 2026 with a bachelor’s degree. During her time at Fairfield, she was a member of four national honor societies and hosted her own podcast.

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Amandeep Singh

Research
Amandeep Singh is a member of RenMac’s economic team, specializing in quantitative macroeconomic research and analysis. He previously served as a macro research intern at Tudor Investment, a global macro hedge fund. Aman holds a Master’s in Financial Engineering from Columbia University, with a background spanning economic forecasting, nowcasting, and monetary policy analysis. Aman’s work bridges rigorous economic research with practical, data-driven insight, helping strengthen RenMac’s coverage across labor markets, inflation, Fed policy, and the broader macro landscape. He combines analytical depth with a hands-on, tool-building approach that supports the firm’s macro and sector analysis.
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Harry Chen

IT Support
Harry Chen leads IT support at RenMac, maintaining the technological infrastructure behind the firm’s research and data systems. He holds a Master of Science in Computer Science from Pace University and brings over 15 years of experience in information technology, including previous work at FTEN.
Harry supports the secure delivery of RenMac’s proprietary database, ranking systems, and digital research platform, maintaining institutional-grade reliability.
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Lynette deGraaf

Consultant
Lynette deGraaf serves as a consultant to RenMac, supporting strategic initiatives and firm operations. Her involvement has been integral to the firm’s development and long-term stability. Lynette contributes across organizational coordination, internal strategy, and operational alignment, helping RenMac’s research platform remain focused and disciplined.
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Rafael Sanhueza

Research
Rafael Sanhueza is a member of RenMac’s technical team, specializing in quantitative research and analysis. He previously served as a quantitative research intern at Maritime Capital LLC, a New York municipal fixed-income hedge fund. Rafael holds a Master of Mathematics in Finance from Columbia University and graduated at the top of his class in civil engineering from Pontificia Universidad Católica de Chile.
Rafael’s analytical background bridges engineering precision with financial modeling, strengthening RenMac’s data-driven technical frameworks. Originally from Santiago, Chile, he brings a global perspective and quantitative depth to the firm’s macro and sector analysis.
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Kevin Dempter

Research
Kevin Dempter is a member of RenMac’s Technical Research team. Before joining the firm, he spent six years as a proprietary trader at T3 Trading Group, where he developed deep experience in trading strategy and technical analysis. Kevin applies quantitative rigor and real-market experience to RenMac’s ranking systems, alert lists, and sector analytics, and his background enhances the firm’s ability to evaluate price structure and participation trends across asset classes. 
A native of Doylestown, Pennsylvania, Kevin holds a bachelor’s degree in finance from Shippensburg University.
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Matt Scouten

Managing Director of Sales
Matt Scouten previously worked at Piper Sandler and Cornerstone Macro, managing institutional accounts across New York, Toronto, the Pacific Northwest, and Brazil.
At RenMac, he supports institutional engagement across hedge funds and asset managers, aligning macro strategy with portfolio objectives. His approach to client relationships is direct, disciplined, and grounded in experience.
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Adam Link

Managing Director of Sales
Adam Link serves as Managing Director of Sales at RenMac, working directly with institutional investors across multiple regions. With extensive experience in institutional research distribution, he focuses on connecting hedge funds, asset managers, and allocators with RenMac’s macro platform. He prioritizes long-term alignment and meaningful engagement over transactional interactions.
Adam works closely with portfolio managers and CIOs to integrate RenMac’s research, data services, and policy insights effectively into client mandates.
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Simon Barrington

Managing Director of Sales
Simon Barrington joined RenMac in June 2022 as Managing Director and Head of EMEA/Asia Research Sales. With over 20 years of experience in institutional research sales, he has held senior roles at Merrill Lynch, Credit Suisse First Boston, William Blair, Schroder Wertheim, Susquehanna International, Macquarie, and Vertical Research.
Simon earned a Master of Finance from the University of Cambridge and holds a joint honors degree in Management Science with Marketing from the University of Stirling. His global experience supports RenMac’s expansion across Europe and Asia, and he brings disciplined relationship management and institutional understanding to RenMac’s international client base.
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Mia Thompson

Managing Director
Mia Thompson joined RenMac in 2024, bringing 18 years of institutional experience to the firm. She holds a bachelor’s degree in finance from Pace University and an international business degree from Schiller International in Heidelberg, Germany.
Mia works closely with institutional clients, helping align RenMac’s macro, policy, and technical research with portfolio priorities. Her global perspective and cross-market experience support the firm’s international relationships.
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Jillian Tarlowe

Director of Technical Research
Jillian Tarlowe serves as Director of Technical Research at RenMac, where she applies quantitative rigor to technical market analysis. Prior to joining RenMac, Jillian spent six years as a Research Associate in Technical Analysis at Cornerstone Macro. She holds a PhD in Neuroscience from Rutgers University, where her dissertation focused on algorithmic analysis of complex behavioral systems. Her research earned both the National Science Foundation Graduate Research Fellowship and the NIH Ruth L. Kirschstein National Research Service Award.
Jillian’s background in algorithm development and data analysis enhances RenMac’s proprietary ranking systems and technical models. She bridges behavioral science and market structure, refining quantitative tools used to identify participation trends and regime shifts.
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Howard Mason

Financials Analyst
Howard Mason leads RenMac’s Financials and Payments research, bringing deep sector knowledge to the firm’s macro framework. His work evaluates structural shifts across banks, payment networks, liquidity channels, and financial infrastructure. Howard analyzes both company-level developments and broader macro linkages, identifying how regulatory, policy, and technological changes influence capital flows and sector positioning.
Howard’s sector insights often intersect with broader macro themes such as liquidity cycles, rate environments, and fiscal dynamics. His coverage provides institutional investors with a detailed view of how financial system evolution interacts with market structure. Through thematic research and disciplined analysis, Howard contributes to RenMac’s integrated cross-asset perspective.
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Chris Jennings

Partner
Managing Director Chris Jennings has been with RenMac since 2013. He brings over 20 years of experience covering mutual funds, asset managers, pension funds, and hedge funds specializing in macro and sector strategies. Chris works directly with institutional clients, aligning RenMac’s research framework with portfolio mandates and allocation priorities. His background across multiple investor types provides him with a broad understanding of institutional decision-making structures, and he plays an important role in maintaining RenMac’s direct-access culture and facilitating meaningful engagement between clients and senior research leadership.
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Neil Dutta

Partner & Head of Global Economic Research
Neil Dutta leads RenMac’s economic research and is a Partner at the firm. Before joining RenMac in 2012, Neil served as Senior Economist at Bank of America Merrill Lynch, covering U.S. and Canadian economies.
At RenMac, Neil built a global economic research platform grounded in disciplined modeling and real-time data analysis. His work focuses on growth cycles, inflation dynamics, labor markets, and central bank policy, with particular focus on the Federal Reserve.
Neil is known for challenging consensus when data diverges from prevailing narratives. By integrating programming support and proprietary metrics, he evaluates macro developments through measurable frameworks rather than interpretation alone. His economic research directly informs RenMac’s macro strategy, cross-asset positioning, and policy integration, forming a critical pillar of the firm’s cycle-driven process.
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Eric Boucher

Head of Global Distribution
Eric Boucher leads Global Distribution at RenMac, working directly with hedge funds, asset managers, and institutional allocators worldwide. With deep experience in institutional research engagement, Eric focuses on aligning RenMac’s macro platform with the mandates of professional investors. He helps clients understand how technical strategy, economic modeling, policy research, and data services integrate into portfolio construction.
Eric plays a key role in expanding RenMac’s global footprint while maintaining the firm’s core philosophy of senior access and disciplined process. His approach emphasizes relationship depth over volume, prioritizing institutional alignment rather than broad distribution.
Working closely with CIOs and portfolio managers, Eric facilitates meaningful dialogue around macro positioning and cross-asset implications.
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Steve Duttenhofer

COO
Steve Duttenhofer serves as Chief Operating Officer at RenMac, overseeing the operational and strategic infrastructure that supports the firm’s institutional research and broker/dealer platform.
With extensive experience across institutional finance, Steve plays a central role in aligning research, execution, and client engagement under a disciplined framework. His leadership allows RenMac’s boutique structure to maintain institutional standards across compliance, operations, and platform integration.
Steve’s focus is on scalability without bureaucracy. As RenMac has expanded its macro, policy, and data services capabilities, he has guided the firm’s operational evolution while preserving its independence and direct-access culture. He works closely with leadership to maintain the platform’s structural integrity, facilitating research delivery, trading infrastructure, and client relationships to operate in harmony.
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Jeff deGraaf, CMT, CFA

Chairman and Head of Technical Research
Jeff deGraaf is the Chairman and Head of Technical Research at RenMac and one of the most recognized technicians on Wall Street. Prior to founding RenMac in 2011, Jeff held senior roles at Merrill Lynch, Lehman Brothers, and ISI, building a reputation for disciplined, rules-based market analysis rooted in historical structure.
Over decades of market study, Jeff developed proprietary technical frameworks designed to identify inflection points, sector rotation, and participation trends across asset classes. His work integrates nearly a century of historical data with modern quantitative ranking systems, forming the backbone of RenMac’s macro investment strategy.
Jeff’s philosophy is simple: markets move in cycles, and technical structure provides measurable evidence of those transitions. His research is widely followed by institutional investors seeking clarity on regime shifts and cross-asset positioning.
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