Claim OwnershipMacrocast by Forbes Tate Partners & Markets Policy Partners
Subscribed: 2Played: 4
Subscribe
© 2024 Macrocast by Forbes Tate Partners & Markets Policy Partners
Description
A pod at the intersection of financial markets and government policy
31 Episodes
Reverse
In this episode, POLITICO’s Victoria Guida joins the Macrocast guys to delve into the current state of the U.S. presidential race as it heads into the final weeks. Victoria highlights how prediction markets have diverged from traditional polls, raising questions about their accuracy. The conversation also covers the impact of potential economic policies on markets, particularly how investors are reacting to the candidates' stances on tariffs, energy production, and trade.
In this episode, Brendan Walsh and John Fagan from Markets Policy Partners and Ed Hill of Forbes Tate Partners break down the latest Consumer Price Index data and updates from they fed. They also delve into key developments in the rapidly approaching 2024 election and the economic agendas of the candidates.
In today's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discussed the latest job numbers and oil prices. They also explored geopolitical issues, including the turmoil in the Middle East, new economic data from the European Union, and political developments in East Asia.
In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan and Forbes Tate Partners' Ed Hill spoke with Rhodium Groups' Logan Wright, a leading expert on China policy. The discussion offers a comprehensive analysis of China's economy and explores key foreign policy issues, including the Belt and Road Initiative.
In today’s episode, Markets Policy Partners Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, discussed the implications of this week's interest rate cuts, the looming government funding deadline, international monetary policy, and exchange rates.
This week we are joined by Neil Dutta, Chief Economist of Renaissance Macro, to discuss his views on what the Fed will do next week.
In this week's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discuss the potential for a recession and what the yield curve indicates for the markets. They also explore the competing economic policy agendas of the Trump and Harris campaigns and preview the upcoming presidential debate.
In this week's episode, Markets Policy Partners Brendan Walsh and John Fagan and Forbes Tate Partner Ed Hill discussed the labor market, NVIDIA earnings, and market sentiment. They also spoke about potential economic priorities under a Harris vs. Trump administration, including the future of tax policy.
In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, were joined by SWF Insights Inc. Founder Brai Valerio-Esene. During their discussion, they touched on Federal Reserve Chair Jerome Powell's recent remarks, the different economic agendas presented by Donald Trump and Kamala Harris, and the future of the Federal Reserve.
This week Ed and Brendan discuss the latest inflation data and what that means for the Fed and markets. We also discuss the latest economic agenda out of the Harris campaign.
In this week’s episode, Markets Policy Partners' Brendan Walsh and Forbes Tate Partners' Ed Hill discuss the latest developments in the 2024 election, including Vice President Harris’s decision to select Minnesota Governor Tim Walz as her running mate and the upcoming Democratic National Convention. They also examine the Fed’s decision to hold rates, fluctuations in the stock market, and forecasts for the future.
This week we get our monthly update on the ESI from John Dick of Civic Science where the results showed a surprise jump in sentiment. We also discuss the latest jobs data, earnings and the Fed
This week John, Ed and Brendan are joined by Forbes-Tate Partner Elizabeth Greer to discuss Vice President Harris' nascent campaign plans for president and the political landscape in the months ahead. We finish with a discussion of the latest corporate earnings and macro data and how it will factor into the Fed's decision next week.
This week John, Ed and Brendan discuss the RNC Convention, possibility of President Biden drop out of the race and the tough decisions that face the Fed at their July meeting.
This week we are joined by Ed Hill of Forbes-Tate to discuss recent inflation data, the Fed and Chair Powell's Humphry-Hawkins testimony to Congress.
On this episode of the MPP Macrocast, John and Brendan are joined by our frequent guest, the always insightful John Dick of Civic Science, to discuss the US consumer trends he is observing in their surveys. John identifies some canaries in the coalmine for the retail outlook, reviews the impact of the election on buyer sentiment, discusses his expectations for the back half of 2024, and explains why Amazon Prime Days in July will be such pivotal indicator – follow any of these links to listen...
On this episode of the MPP Macrocast, John and Brendan are joined by Meghan Pennington, longtime friend of the pod and founder of Forest Drive Strategic Partners, a public affairs consultancy based in Washington DC. Megan discusses her views on the impending US election and how she is framing the race for her clients, as well as the policy ramifications of either a Biden or Trump victory. She closes with some social commentary and a glimmer of hope around the edges of the dark clouds
On this episode of the MPP Macrocast, John and Brendan are joined by Eitan Danon, the Manager of Investigations for Chainalysis, a blockchain intelligence company. Eitan shares his views on the economic and market ramifications of geopolitical fragmentation, turbulence, and uncertainty as the “Axis of Upheaval” confronts the Western powers. Whether China’s designs on Taiwan, the Israel/Gaza war, Russia’s invasion of Ukraine, or the upcoming US election, there is no shortage of global politica...
Jack Wright joins us (Washington Post, Australian Review, Intersection Podcast) to discuss his recent trip to Ukraine. We then delve into the upcoming US election and discuss the current state of China.
In today's episode, Brendan Walsh and John Fagan discussed the latest inflation numbers and the Fed before diving into the state of play in China. They closed out the conversation with the potential market effects of the 2024 election cycle.
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
Download from Google Play
Download from App Store
United States