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@RenMacLLC Avatar @RenMacLLC RenMac: Renaissance Macro Research

RenMac: Renaissance Macro Research posts on X about stocks, has been, $ctva, $cf the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence #

Social category influence finance stocks cryptocurrencies countries

Social topic influence stocks, has been, $ctva, $cf, $mos, $fmc, mos, fed, $eqix, $dlr

Top assets mentioned Corteva Inc (CTVA) Californium (CF) Mosaic Co (MOS) Fimarkcoin (FMC) Equinix Inc (EQIX) Digital Realty Trust Inc (DLR) SPX6900 (SPX)

Top Social Posts #

Top posts by engagements in the last XX hours

"Q4 is here. From the Feds pivot to Chinas early bull run Jeff deGraaf covers what shaped Q3 and what sets the tone for Q4. 🎥 Watch the recap now:"
X Link @RenMacLLC 2025-10-11T14:22Z 57.8K followers, 5129 engagements

"What strategy do we employ when SPX making new highs"
X Link @RenMacLLC 2025-07-09T21:11Z 57.8K followers, 42.6K engagements

"Someone bring me the head of ADP"
X Link @RenMacLLC 2025-10-01T12:17Z 57.8K followers, 10.3K engagements

"Equities Are Two-Steps Ahead Jeff deGraaf"
X Link @RenMacLLC 2025-10-11T21:00Z 57.8K followers, 6252 engagements

"The recent strength in consumption has gone beyond the growth in real disposable income. The decline in household savings has been an important driver of consumption. With stocks continuing to rise perhaps folks see gains in the equity market as a form of income generation"
X Link @RenMacLLC 2025-09-26T13:34Z 57.8K followers, 35.1K engagements

"Manure jokes aside fertilizer names appear to be turning. $CTVA $CF $FMC $MOS"
X Link @RenMacLLC 2025-05-22T14:45Z 57.8K followers, 17K engagements

"According to the September New York Fed SCE more households expect their financial situation to be worse off for the year ahead than better off. This is first time that's happened since June. Notable development given the boom in stock prices"
X Link @RenMacLLC 2025-10-07T16:11Z 57.8K followers, 7102 engagements

"$EQIX and $DLR are vulnerable charts given the expected forward demand. Below is the equal weighted index of those constituents. Note 52wk relative low and distributive price action"
X Link @RenMacLLC 2025-09-09T14:45Z 57.8K followers, 5753 engagements

"Last week Beta dropped to the 79th percentile while momentum climbed to 76thunderscoring the ongoing bifurcation between disciplined trend followers and speculative high-beta names in $SPX"
X Link @RenMacLLC 2025-10-12T19:26Z 57.8K followers, 7642 engagements

"Another sign of a cooling labor market. According to the latest University of Michigan data consumers see a rising probability of losing their job during the next five years. In October this series rose to XXXX% the highest since March"
X Link @RenMacLLC 2025-10-10T14:50Z 57.8K followers, 10.2K engagements

"Someone needs to tell the "Frontier Markets" that tariffs will destroy the world economy"
X Link @RenMacLLC 2025-08-22T13:51Z 57.8K followers, 156.1K engagements

"Directionally the U.S. and China are headed for a divorce though they are like a couple that has agreed to separate but continues to live in the same house because they have a sub X% mortgage to minimize the economic disruption. -Pavlick"
X Link @RenMacLLC 2025-10-11T13:34Z 57.8K followers, 35.6K engagements

"Weaker confidence. The San Francisco Feds Daily News Sentiment Index slid to -XXXXX for October 12th the lowest since April 2025. A level of zero is considered neutral. This series has a reasonably firm relationship with the more widely followed surveys of consumer confidence"
X Link @RenMacLLC 2025-10-14T18:56Z 57.8K followers, 5712 engagements

"Mortgage purchase demand has slowed. Over the last six months purchase apps are down XXX% annualized. During this six-month period the contract interest rate on a 30Y fixed rate mortgage has actually declined 20bp. Lower rates have not done much to lift demand"
X Link @RenMacLLC 2025-10-08T11:21Z 57.8K followers, 11.7K engagements

"In my client meetings the pushback to my concerns about the economy typically goes like this: AI is booming stocks are up and wealthy consumers are still doing well. I really believe those three bright spots are at their core a single story. And even as this asset-driven boom has marched on that has not kept broader labor market conditions from continuing to worsen. So if you're banking on the consumer to simply hold everything up you might be late to catch a more material slowdown in the economy. Indeed real consumption never declines in front of an economic slump. It's better to be prepared"
X Link @RenMacLLC 2025-10-07T13:03Z 57.8K followers, 54.6K engagements

"Survey measures of economic activity like this weeks ISMs and weak consumer confidence are not exactly consistent with the strong measures of GDP tracking weve seen in Q3"
X Link @RenMacLLC 2025-10-03T14:34Z 57.8K followers, 7165 engagements