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© 2025 Macrocast by Forbes Tate Partners & Markets Policy Partners
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A pod at the intersection of financial markets and government policy
78 Episodes
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Tune in to Macrocast this week for the latest on the government shutdown, including the political calculus within the Republican and Democratic parties and President Trump’s threat to fire furloughed federal employees. The team also shares predictions for the Fed and explores the growing tension it faces between inflation and rising unemployment, with ADP data highlighting the strain while official jobs reports remain on hold during the shutdown. For more about the hosts, please see below: Fo...
This week, the Macrocast team welcomes frequent guest contributor John Dick, CEO of CivicScience, to unpack the state of the American consumer. They discuss the decline in long-term economic optimism, growing unease in the job market, and how the political divide is reflected in consumer sentiment. The conversation also touches on housing demand and the Fed’s recalibration of interest rates. For more about the hosts, please see below: Forbes Tate Partners Markets Policy Partn...
On today’s episode of Macrocast, the team breaks down the Fed’s interest rate cut and Jerome Powell’s role as his term nears its end. They also preview upcoming Supreme Court hearings on President Trump’s tariffs, examine Congress’s next steps on government funding, and explore U.S.–China relations what other central banks are doing around the world. For more about the hosts, please see below: Forbes Tate Partners Markets Policy Partners
On today’s edition of Macrocast, Dr. Vasudeva Ramaswamy of American University discusses how federal investments in basic scientific research at our colleges and universities drive economic growth and help America maintain healthy wages for workers and a robust GDP. American University belongs to The Science Coalition (TSC), a nonprofit and nonpartisan organization composed of leading American research universities. TSC works to advance sustained federal funding for university research. ...
On today’s Macrocast episode, the team breaks down new jobs report data signaling a slowing labor market, alongside turmoil at the Fed surrounding hearings for Trump nominee Stephen Miran and the investigation into Governor Lisa Cook. They discuss how the Fed may respond—potentially leaning more heavily on the full-employment side of its mandate—before turning to the looming congressional funding deadline. For more about the hosts, please see below: Forbes Tate Partners Markets Policy P...
This week on Macrocast, the team discusses potential rate cuts from the Fed and growing political pressure on the central bank—highlighting the potential removal of Fed Governor Lisa Cook and Chair Powell’s upcoming 2026 term expiration. They also explore NVIDIA’s relationship with China, tensions over rare earth metals, and the impact of tariffs on market sensitivity. With Congress returning to session, the episode previews the looming government funding deadline and the National Defen...
This week on Macrocast, Ed Hill and Brendan Walsh break down Federal Reserve Chair Jerome Powell’s Jackson Hole address, where he noted the hiring slowdown and the visible effects of tariffs on consumer prices. The speech carried a dovish tilt, with Powell emphasizing the Fed’s data-dependent approach while opening the door to possible interest rate cuts. Looking ahead to next week, the team previews the Fed’s preferred price measures, consumer spending data, and European consumer senti...
John Dick of Civic Science returns to the Macrocast to share fresh insights on the pulse of the American consumer. From restaurant attendance to summer travel trends, the team explores how the economy is shaping spending habits, travel patterns, and the impact of tariffs. This episode dives into the latest inflation data alongside CivicScience’s survey results and takes a closer look at how AI is reshaping labor markets—especially for younger workers entering the workforce. The hosts al...
This week on Macrocast, the team delves into the latest economic data, including softer July jobs numbers, the Bureau of Labor Statistics’ revisions process, and rising jobless claims. They also break down changes in Fed leadership and growing inflation concerns both in the U.S. and abroad, before examining the impact of a weaker dollar amid President Trump’s complex trade environment.
This week on Macrocast, the team unpacks a weaker-than-expected July jobs report, GDP growth, and growing doubts about the economy’s momentum. They also discussed the Fed’s wait-and-see approach after their latest meeting, Trump’s latest tariff moves, and the status of trade.
This week on Macrocast, the team breaks down President Trump’s newly announced trade deal with Japan, including the unusual creation of a direct foreign investment fund under presidential discretion. Meanwhile, Europe is pushing for its own trade deal but is also signaling that it’s prepared to impose tariffs if necessary. In Washington, the uneasy dynamic between President Trump and Fed Chair Powell was once again on display, prompting discussion about the Fed outlook and the possibility of ...
In today's episode, frequent guest contributor John Dick from Civic Science joins to discuss consumer sentiment, examining how tariffs are affecting travel and spending. With the administration's August tariff deadline looming, they also explore the latest trade developments and unpack rising tension between President Trump and Fed Chair Powell. They conclude the episode by discussing the latest developments in crypto.
This week on Macrocast, the team breaks down the big news: the passage of the “One Big Beautiful Bill.” They dig into what it means for the next steps, the timing involved, and the important guidance that will soon follow. Despite a relatively quiet week in Washington, they highlight some key updates on government funding and regulations. Looking ahead, all eyes are on a busy week of economic data, especially next week’s inflation report, which could shake up markets and influence policy deci...
The week on Macrocast, the team unpacks the recent economic data from the Fed, consumer consumption, and the progress made in U.S.-China trade talks. Additionally, the team covers the economic implications of our involvement with Israel and Iran, the looming reconciliation bill deadline, and the flurry of upcoming crypto legislation. Macrocast will be taking a short break for the July 4th holiday, returning the following week for more updates.
This week on Macrocast, the team explores the eerie calm that has settled over financial markets amid escalating tensions in the Middle East. They break down the latest central bank meetings, analyze recent inflation data, and assess the current state of the housing market. The episode concludes with a deep dive into the reconciliation bill moving through Congress, including a discussion of tax provisions.
In this week's episode of the Macrocast, the team welcomes financial regulations and Federal Reserve reporter Andrew Ackerman from The Washington Post to discuss the state of the economy, from trade and tariffs to the latest inflation data. Tune in for insights on policy decisions the Fed is navigating, the complex relationship between President Trump and Fed Chair Powell, and key congressional and financial developments to watch in the coming days.
This week on Macrocast, the team examines the May jobs report. They also discuss U.S. and China trade tensions, changes in currency value, and what's to come for the One Big Beautiful Bill Act. Additionally, they look at the fallout between President Trump and Elon Musk and its implications for the GOP.
In this episode of Macrocast, the team dives into the latest developments in trade, market trends, and the "One Big Beautiful Bill Act." They also cover recent updates from the Federal Reserve, news from the mortgage industry, and ongoing discussions surrounding Fannie Mae and Freddie Mac.
It was a packed episode of the Macrocast this week. The team dug into the House-passed “Big Beautiful Bill" including the proposed $40K SALT cap deduction—a major win for House Republicans—and what could be in store as the Senate takes it up. With moderates wary of Medicare-related votes and fewer hardline conservatives on the Senate side, all eyes are on how the upper chamber responds. From there, the conversation turned to markets: the relationship between investor focuses and deficits, the...
Friend of the Macrocast, John Dick of Civic Science returns. After a discussion about a busy week on tariff negotiations, highlighted by the pause on American and Chinese bilateral tariffs, the group analyzed the economic uncertainty being felt by U.S. consumers. The group also explored the expected busy travel and entertainment focused summer that many U.S. consumers are likely to take advantage of including the Pearl Jam tour! As usual, the team discussed other economic data, ma...
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