RenMac: Renaissance Macro Research ✓

@RenMacLLC · New York, NY · joined 04 Sep 2015

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.

63 061Followers

1 107Following

9 882Posts total

107.3KViews on collected posts

Derniers posts

RenMac: Renaissance Macro Research ✓@RenMacLLC4 Sep

We can also dispense with the hiking after a negative jobs number talking point. 3.4K views · 17 likes · 1 reposts · 4 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC4 Sep

@RenMacLLC It really depends if people begin to save more. PSR went up in the last print 1.3K views · 5 likes · 0 reposts · 2 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC4 Sep

Given the growth in labor incomes, it is unwise to simply assume that inflation will cool to target. The Fed should and will hike in September. The labor market is a much different place than it was heading into the year. 18.9K views · 81 likes · 8 reposts · 10 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC4 Sep

@michaelallenJMA @NatSecMatters Winning the AI Race Catch the full episode here: https://t.co/7HFG0Lzq8L Hormuz, Hyperscalers & the Market: RenMac Off-Script #AI #Innovation https://t.co/ANeiKWPSp7 4.1K views · 6 likes · 0 reposts · 0 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC4 Sep

Has energy pass through really run its course? 13.1K views · 43 likes · 6 reposts · 4 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC3 Sep

Waller today: “my earlier worry that higher energy prices would bleed into many goods and services prices hasn't come to pass, at least so far.” Confidence that energy pass through into core inflation has run its course seems misplaced since refined product prices are still 16.7K views · 68 likes · 9 reposts · 7 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC3 Sep

The minutes from June and July lay out a reasonable checklist: AI tech capex driven inflation, tariffs, Mideast conflict and financial conditions. That’s a framework that is at odds with whatever Waller laid out today. 3.1K views · 13 likes · 1 reposts · 0 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC3 Sep

“The past relationship between the Services PMI and the overall economy indicates that the Services PMI® for August (55.4 percent) corresponds to a 2.3-percentage point increase in real gross domestic product (GDP) on an annualized basis.” 5.6K views · 44 likes · 4 reposts · 0 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC3 Sep

@RenMacLLC Seems to boil down to "we're mildly restrictive" as an article of faith, despite blistering aggregate demand growth in H1. 370 views · 4 likes · 0 reposts · 0 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC3 Sep

Waller doesn’t really articulate why inflation would be slowing naturally in his sermon today. Yes, the spot data are better but that’s not really a framework either. 23.1K views · 57 likes · 2 reposts · 7 replies Open on X →

RenMac: Renaissance Macro Research ✓@RenMacLLC3 Sep

Waller, in the Q&A, frames the September decision as a risk mgmt one. If disinflation is starting to happen, Waller says the Fed doesn't want to hike into that. "What's the cost of waiting one meeting? Hiking 25bps one meeting right now is not going to bring the CPI down to 2%." 17.6K views · 29 likes · 8 reposts · 5 replies Open on X →

Face aux comptes de taille comparable

11 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. diffusé largement, mais peu de ces spectateurs réagissent.

Vues médianes5 647ce compte924médiane pour 10K–100K

Portée, %8.95%ce compte3.62%médiane pour 10K–100K

Engagement, %0.51%ce compte1.52%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	5 647	924	6.11×
Portée (vues ÷ abonnés)	8.95%	3.62%	2.47×
Taux d'engagement	0.51%	1.52%	0.34×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

17.6K3 Sep

23.1K

370

5.6K

3.1K

16.7K

13.1K4 Sep

4.1K

18.9K

1.3K

3.4K

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.26%3 Sep

0.29%

1.08%

0.85%

0.46%

0.51%

0.41%4 Sep

0.15%

0.55%

0.53%

0.64%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes74.3%367 in total

Reposts7.9%39 in total

Replies7.9%39 in total

Quotes1.8%9 in total

Bookmarks8.1%40 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Derniers posts

Face aux comptes de taille comparable

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Comptes similaires