Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Oil, Rates, and Earnings: This Week's Macro Crosscurrents
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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 Warsh's approach of "constructive ambiguity" leaves markets uncertain ahead of the next meeting, alongside notable policy moves from the ECB and Bank of Japan.
The episode also covers the Trump administration's latest tariff announcements and their firmer legal basis, along with key developments in Washington: progress on the NDAA, reconciliation, and a continuing resolution, plus new obstacles facing the Senate's crypto legislation.
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