Neil Dutta on Bloomberg Surveillance – February 25, 2025
CNBC deGraaf Interview – February 18, 2025
deGraaf w/ Tom Keene on CNBC – February 13, 2025
Semis are still under pressure and there’s more to shakeout, says Jeff deGraaf – February 3, 2025

The risk for a policy mistake is elevated, says Jeff deGraaf
– January 7, 2025
Market sentiment could be a threat to the bull market in early 2025, says Jeff deGraaf – December 5, 2024
Neil Dutta has some concerns – Neil Dutta on Bloomberg – November 13, 2024
Neil Dutta talks about Labor Market Trends on Fox Business – November 4, 2024
Jeff on CNBC – October 22, 2024
China has unabashed momentum and it’s very, very bullish, says Renaissance Macro’s Jeff deGraaf – October 4, 2024 on CNBC
“The idea that the Fed’s just going to deliver two 25bp cuts I think is a problem” says Neil Dutta as investors look for clues on the Fed’s next cut – October 1, 2024 on Bloomberg TV
China stocks getting another boost today. Here’s why Jeff deGraaf says the charts are pointing to more bullish momentum ahead- September 27, 2024 on CNBC
Neil Dutta discusses what he calls “wildly optimistic takes” on the US economy and why he sees the risk of an accident by the Federal Reserve – September 9, 2024 on Bloomberg TV
Jeff deGraaf discuss why September’s market performance is not good, where equities are going this year, and much more. – September 4, 2024
Neil Dutta explains why the first rate cut from the Federal Reserve should be 50 basis points – September 3, 2024
Healthcare should benefit at expense of tech, says Jeff deGraaf on CNBC – August 28, 2024
“It’s not about whether they go in September anymore… Now it’s about how quickly they get to neutral and where neutral is.” – Neil Dutta – August 20, 2024
Jeff deGraaf breaks down what he’s seeing in the charts for under-the-surface stocks – August 14, 2024
Neil Dutta on CNBC – August 9, 2024
Neil Dutta on Schwab Network – August 8, 2024
“In my mind, the data already justifies a 50 basis point move” – Neil Dutta on Bloomberg – August 6, 2024
How to Protect a Slowing US Economy Right Now – Neil Dutta on Bloomberg Surveillance on August 2, 2024
Good opportunity to buy into weakness with the Nikkei, says Jeff DeGraaf – on CNBC, July 29, 2024
Neil Duttaon the case for a July rate cut – on Bloomberg, July 19, 2024
Market rotation builds momentum – Jeff deGraaf on CNBC, July 15, 2024
Some on Wall Street expect no rate cuts from the Fed in 2024, but for Neil Dutta , the case for cutting is strong. – July 8, 2024
Neil Dutta on Bloomberg Surveillance. – July 5, 2024
Short-term this is the strongest time in the markets, says Jeff deGraaf – July 3, 2024
“The only data that matters is unemployment… and core inflation.” – Neil Dutta – June 26, 2024
The summer is historically tough for semis, says Jeff deGraaf – June 24, 2024
Jeff deGraaf on Morning Show of Stock Market TV – June 13, 2024
Jeff DeGraaf on Bloomberg TV: “Momentum has peaked.” – June 13, 2024
Jeff talks about elevated sentiment in NVDA on CNBC – May 30, 2024
RenMac’s Neil Dutta on the nuances of inflation and the labor market – May 29, 2024, on Bloomberg

I am not bearish on Nvidia, says Jeff deGraaf – May 22, 2024, on CNBC

Neil Dutta explains how the US labor market has achieved rebalancing and makes the case for weaker inflation going forward. – May 10, 2024, on Bloomberg

“I put more weight on actual data–not what 300 people think about the world.” says Neil Dutta – May 6, 2024, on Schwab Network

Here’s why Renaissance’s Jeff deGraaf is bullish on China – April 30, 2024, on CNBC
Neil Dutta on March PCE – April 26, 2024
“I still think the Fed’s cutting rates this year, I think they will probably start in July instead of June.” RenMac Head of Economics Neil Dutta said on CNBC – April 10, 2024
Gold still has more upside duration ahead, says Jeff deGraaf on CNBC – April 1, 2024
Here’s why Jeff deGraaf sees some cracks forming under the surface in this momentum-led rally – March 19, 2024
Room for Nvidia’s stock to consolidate and absorb momentum, says Jeff deGraaf on CNBC – March 11, 2024
Here’s why Jeff deGraaf says this high momentum market hasn’t become dangerous…yet – March 4, 2024
Neil Dutta on Bloomberg – February 29, 2024
Equity rally should last through the end of the quarter, says Jeff deGraaf on CNBC – February 12, 2024
Fed no longer believes recession is needed to quell inflatio says Neil Dutta – February 6, 2024
“The economy is fine…I think the die is cast for the Fed to be cutting relatively soon. We are on a glide path to 2% inflation.” says Neil Dutta – January 26, 2024
How Neil Dutta Predicted “No Landing” – January 26, 2024
Why Jeff deGraaf is seeing buyable weakness in small caps right now – January 18, 2024
Here’s why Jeff deGraaf is bullish as we kick of the new year – January 4, 2024

Read

Business Insider: Neil Dutta

Financial Sense: Neil Dutta 

Bloomberg: Q&A: Neil Dutta on What the Consensus is Getting Wrong About the Fed Right Now

Yahoo Finance: Re-opening trades keep ripping

Watch

Howard Mason’s Understanding CDBC – April 20th, 2021

Steve Pavlick on RENMAC TAIWAN CALL – March 24th, 2021

Neil Dutta on RenMac: Fiscal Policy 2021 – March 16th, 2021

Listen Off-Script

RenMac Off-Script: Did the Fed Blink

RenMac Off-Script: Inflation and China fears

RenMac Off-Script: Payrolls Carbon Copy

RenMac Off-Script: Inflation Doesn’t Budge Bonds