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 Heat: Retail Booms, Housing Slumps, and a Hawkish Fed ft. John Dick
In this episode, Macrocast regular John Dick of CivicScience joins the team to unpack the latest consumer sentiment numbers. The Economic Sentiment Index just hit its highest point since mid-April, retail sales came in nearly double ex...
Inflation, Blockbuster IPOs, and Soccer: All on Today's Episode
In this episode of the Macrocast, John, Brendan and Ed kick off with a discussion of this week's U.S. inflation data. The analyze both the CPI and PPI, noting that despite the elevated numbers, especially for producers, markets took the data in...
Jobs Friday, Shifting Markets, and What Comes Next
In this episode of the Macrocast, John, Brendan, and Ed break down a surprisingly strong jobs report and what it is doing to expectations for markets and the Fed. They look at the mixed reaction across stocks and bonds, the shift in ma...
Iran Deal Hopes, Fed Headwinds, and the AI Trade
This week on the Macrocast, the team broke down the market’s reaction to potential Iran deal developments, exploring how lower oil prices and a possible reopening of the Strait of Hormuz could ease inflation pressures and influence Tre...
The Macro Picture: China, Rates, and Healthcare ft. Special Guest Barrett Thornhill
The Macrocast this week turns to healthcare and biotech with special guest Barrett Thornhill of FTP joining John Fagan, Ed Hill, and Brendan Walsh. China’s biotech boom is front and center, with more than half of global cli...
