HPS Podcast Channel

Macrocast: The Infrastructure Two-Step

June 25, 2021 Hamilton Place Strategies
HPS Podcast Channel
Macrocast: The Infrastructure Two-Step
Show Notes

 Tony, John, and Brendan discuss the infrastructure deal and the two-step approach to an infrastructure package with the bipartisan agreement and reconciliation. The crew also talks through Federal Reserve Chair Powell's comments on inflation and the conversation on tapering between the doves and hawks of the FOMC. Plus, they break down the latest on fiscal policy across the pond in Europe and take a look ahead to next week's jobs report.