Renaissance Macro Research LLC

Renaissance Macro Research LLC

Renaissance Macro Research LLC was founded by Jeff deGraaf, a former chief technical analyst at Lehman Brothers and ISI Group. The firm originated as an independent research boutique, focusing on macro and quantitative analysis for institutional investors. Its wealth origin is tied to deGraaf's reputation as a top-ranked technical analyst and the firm's direct provision of research services. The firm's strategy revolves around macroeconomic research, technical analysis, and quantitative models. Asset-class coverage includes equities, fixed income, currencies, and commodities. RenMac produces daily and weekly reports, economic commentary, and political assessments. The firm engages in no active fund or direct investment deployment, rather it sells research subscriptions. Its geographic focus is primarily North American markets, with some global macro coverage. Renaissance Macro operates a team of analysts and strategists covering technical, economic, and political domains. The firm's team size has not been publicly disclosed but is estimated to be under 50 professionals (per LinkedIn estimates). No additional offices or adjacent vehicles are publicly known. In 2023, the firm expanded its political research unit with senior hires (per Bloomberg, 2023). RenMac's structural differentiator is its pure-play independent research model, distinct from sell-side or buy-side firms. It maintains no conflicts of interest from proprietary trading or investment banking, presenting itself as an unbiased research provider. This governance structure allows RenMac to sell its analysis to competing asset managers without compromising client trust.