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The RenMac Market Cycle Clock recently shifted into the upper-middle quadrant, a zone historically associated with weaker S&P 500 returns. Rising input costs in metals are pushing inflation higher while growth remains mid-cycle.
The Clock is also tracing an unusual counterclockwise path, typically linked to supply-shock driven inflation rather than demand-driven pressures.
This represents a meaningful shift from where the cycle stood just two months ago.
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Renaissance Macro Research LLC (“RenMac”) provides macroeconomic and market commentary for informational and educational purposes only. This material does not constitute investment advice, an offer to buy or sell securities, or a recommendation regarding any investment strategy.