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© 2024 Markets Policy Partners Macrocast
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A pod at the intersection of financial markets and government policy
18 Episodes
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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.
We discuss the recent data and Fed Minutes and the repricing of rate cuts
On this episode of the MPP Macrocast, we are joined by Logan Wright, Partner and Director of China Market Research at Rhodium Group. Logan provides his insights on China’s growth outlook, the troubled property sector, fiscal matters, Beijing’s manufacturing-led stimulus push, the wobbly renminbi, the outlook for US-China relations and tariffs, and risks around Taiwan and China’s geopolitics in general. Don’t miss this exceptionally important episode for anyone trying to understand China bette...
This week we are joined by John Dick of CivicScience to dig into their extensive survey data to gain insights into the state of the US consumer and the economy overall. See their work at www.civicscience.com
On this week's Macrocast, we are joined by Justin Bernier, Co-Founder and CEO of National Security Index to discuss how he has structured his unique investment products to align with US geopolitical interests. Justin also provides insights at the intersection of geopolitics and markets more broadly. To learn more about National Security Index, follow this link:https://www.nationalsecurityindex.com/And to access their latest report on how leading asset managers and indexes funnel billions of d...
On this week's Macrocast we are joined by Matt Dell Orfano to discuss the recent macro data and its implications for the Fed and global markets. We also dig into the recent corporate earnings season and close with risks on the horizon that might not be paid enough attention.
On this week's Macrocast John and Brendan discuss the latest inflation figures and what that means for the Fed as well as the kickoff of first quarter earnings season.
In this episode of the MPP Macrocast, we are joined by Loren Smith from the Skyline Policy Risk Group to discuss the key stressors impacting global supply chains – Red Sea attacks, metastasizing conflict in the Middle East, the Key Bridge disaster in Baltimore, and the earthquake in Taiwan. We parse their impact, and then turn to the interrelated issues of US-China trade friction and the ramifications of the upcoming election for trade.
This week we are joined by Declan Garvey from the Dispatch to discuss the overall political and economic landscape facing the country up to the election and discuss the current state of the news industry.
In this installment of the MPP Macrocast, we are joined by our regular guest, the always insightful John Dick of Civic Science, to parse the signals about consumer sentiment from their Economic Sentiment Index (ESI) https://info.civicscience.com/economic-sentiment-index
This week we are joined with Steve Kamin (AEI) and Mark Sobel (OMFIF) to discuss their paper on the future of the US dollar. We also discuss their outlook on the economy and the Fed.
This week we are joined by Brai Valerio-Esene, Founder, SW4 Insights. We go through the recent inflation data and its limitations. Finally, the crew discusses the outlook for the economy and when to expect the first rate cut.
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