Independent Macro Research
Macro Research Built on Process and Rooted in Discipline
Cut through the noise and spin with a process-driven macro research firm powered by decades of experience and backed by a proprietary database exploring markets and economic relationships as far back as the 1920s.
RenMac’s Street Cred
Our research is relied on by institutional investors, advisors, and allocators who value depth, experience, and independence.
RenMac is led by Jeff deGraaf, an Institutional Investor Magazine Hall of Fame analyst and the top technician of our generation, and economist Neil Dutta, whose economic research applies disciplined modeling to evaluate and challenge consensus views.
See Our Process
How We’re Making Macroeconomic Research Better
While traditional macro research debates headlines, we focus on regime shifts. Watch this short video to see how our process combines a century of market history, Jeff’s rules-based market discipline, and Neil’s real-time macro modeling, which helps in identifying inflection points before they become consensus.
Resources
Free Tools to Stay Sharp and Informed
Get the latest insights and updates with these resources designed to educate and empower.
RenMac Insights
Our newsletter features proprietary charts, new takeaways, and what we’re watching.
2yr yields had their biggest day in the last year. 12 moves of 2sd or more and 11 were in US rates and none (0) in equities. The hot CPI moved real yields +14bps and 5yr breakevens 0.3% $SPX $TLT #RenMac
"After two more increases are in place, it would make sense in my view to pause and examine economic and financial developments to determine what further action may be appropriate." Officials ought to be open to the idea of having to do more than simply take back insurance cuts
In a speech on Tuesday, Lorie Logan of the Dallas Fed says the central bank needs to implement at least two more 25bp hikes and that the pace of those hikes might need to be quickened this winter from an every-other-meeting cadence
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Who relies on Our research?
For Investors Who Demand Rigor
Whether you’re allocating billions or helping families stay wisely invested, we provide research designed to offer an independent macro perspective.
Hedge Funds
Global macro, multi-strategy, equity long/short, and systematic funds seeking differentiated macro, strategic, and technical perspectives.
Long-Only Asset Managers
Mutual funds, pension and endowment managers, and insurance companies in need of macro context for asset allocation.
Family Offices, Endowments, and Sovereign Wealth
Sophisticated allocators seeking independent macro research that is not afraid to ask the hard questions.
Who relies on RenMac access?
For Investors Who Demand Process
RenMac Access delivers independent macro research, market insight, and cycle-aware analysis for investors seeking a more disciplined framework for navigating changing market environments.
Accredited Investors
Sophisticated investors and family offices use RenMac Access for independent perspectives on macro trends, market structure, and policy developments shaping portfolio risk and opportunity.
Wealth Managers & RIAs
RIAs and wealth managers rely on RenMac Access for concise, visual-first research that supports portfolio conversations, investment committee discussions, and client communication.
WHO WE ARE
Built by Practitioners, Not Commentators
RenMac was founded by veterans who left Wall Street’s biggest houses to pursue research without constraints. Jeff brings decades of leadership from Merrill Lynch, Lehman Brothers, ISI, and Michigan State University’s foundation, while Neil brings a research approach grounded in macro modeling and real-time data analysis.
Together with a select team including Neil Dutta, Steve Duttenhofer, and Eric Boucher, they’ve created a macro research shop that’s visual and concise. The result is independent, data-driven, and actionable ideas that blend economics, policy, and market strategy into a cohesive package. RenMac doesn’t echo the consensus; they challenge it.
Jeff deGraaf, CMT, CFA
Chairman & Head of Technical
Research
Neil Dutta
Partner & Head of Global
Economic Research
Steve Duttenhofer
COO
Eric Boucher
Head of Global Distribution
Our Research
Cycle Context and Original Thinking Across Disciplines
RenMac’s research spans key verticals—all under one roof.
Market Strategy
Jeff deGraaf leads our market strategy with a disciplined, rules-based technical process refined over decades, which helps identify trends that matter most to investors, often before the narratives develop.
Economics
Neil Dutta’s economics work challenges consensus with disciplined modeling and real-time data analysis. His calls are grounded in evidence instead of narratives and are frequently cited across financial media.
Key Deliverables
Washington Policy
Steve Pavlick brings firsthand policy insight from his time at the U.S. Treasury, delivering tailored alerts and recaps that help you track legislative risk and context for evaluating policy developments relevant to your investment process.
Key Deliverables
Disclosure: This testimonial may not be representative of the experience of other clients and is no guarantee of future performance or success. [If paid >$100: This is a paid testimonial.] No compensation was provided for this statement.
See Why Serious Investors Rely on RenMac
RenMac offers a distinctive approach to macro research. Try it yourself and experience the value of original, visual-first macro insight intended for people who care about the work and the cycle behind it.