Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Latest Episodes
Summer Inflation, Earnings, and the AI Heatwave
This week on the Macrocast, John Fagan is out, so Ed Hill and Brendan Walsh hold down the fort, breaking down the latest inflation data and what it could mean for the Fed's next move. They also dig into a weaker-than-expected reta...
July Jobs Report Rattles Markets
This week, the Macrocast team unpacks a July jobs report that missed expectations by a wide margin, with payrolls declining even as the unemployment rate ticked lower, a divergence Brendan partially attributes to workers exiting the labor force...
Dog Days of Summer and Earnings Season
This week, the Macrocast team examines the Federal Reserve's latest policy meeting, where Chair Kevin Walsh held rates steady while maintaining his stance against forward guidance, a decision that drove Treasury yields higher and weighed on equ...
Oil, Rates, and Earnings: This Week's Macro Crosscurrents
This week on the Macrocast, John Fagan and Ed Hill examine the renewed U.S.-Iran conflict and its effect on oil markets, with Brent crude climbing above $100 a barrel. The discussion turns to the Federal Reserve, where Chair Kevin Wars...
Consumer Confidence Meets Congress: This Week on the Macrocast
This week on the Macrocast, Brendan and Ed were joined by frequent guest John Dick of CivicScience to review his latest Economic Sentiment Index. John discussed the continued improvement of consumer sentiment, indicating that, while still below...
