RenMac RenMac Off-Script: Trad(ing) Tensions
Nov 14, 2025
Trade expert Kellyanne Shaw shares her insights on a recent whirlwind of global trade deals and the White House's strategic tariff recalibrations aimed at easing consumer costs ahead of the midterms. She discusses the shift from Asian to Western Hemisphere trade, evaluates the potential of bilateral deals in reducing the U.S. trade deficit, and links tariff adjustments to political motivations. Shaw also emphasizes how voter sentiment, alongside market trends, will influence future trade policies.
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Market Bifurcation: Tech Highs, Cyclical Lows
- Markets show bifurcation: tech and AI rally while cyclicals and staples lag.
- This split reflects risk-on concentration and real-economy weakness simultaneously.
Prepare For Delayed Labor Data
- Expect delayed BLS releases after the lapse in appropriations; check updates frequently.
- Use revised schedules and caution when interpreting early employment snapshots.
Behind-The-Scenes Congressional Cooperation
- Many congressional conversations on economic policy happen privately despite public polarization.
- Operational relationships between Congress and the White House are often stronger than headlines imply.