Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Summer Inflation, Earnings, and the AI Heatwave
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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 retail sales report and recent earnings from Tapestry and Cisco, with Cisco's numbers pointing to continued strength in AI-driven demand.
The conversation turns to a major financing push tied to AI infrastructure that's drawing attention across markets, along with a look at a relatively quiet week on the geopolitical front.
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