On this week's episode of the Macrocast, Jonathan Graffeo, managing director at HPS, joins Brendan and John of Markets Policy Partners. The group starts by debriefing the latest CPI reading and the impact it might have on the Fed's next interest rate decision. They also address the latest issues and developments impacting the global energy market, including the potential impact winter weather might have on the European energy market. John, Brendan, and Jonathan finish the show by talking about how current economic conditions in the U.S. might impact the midterm elections.