Macrocast by Forbes Tate Partners & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Episodes
33 episodes
Polling Deep Dive with Doug Usher from Forbes Tate Partners
In today's episode, the Macrocast team is joined by Doug Usher, a partner and head of the Insights and Analytics department at Forbes Tate Partners. They provided a comprehensive overview of polling ahead of the 2024 election and a snapshot of ...
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35:08
Insights on Consumer Sentiment and Election Polling with John Dick from CivicScience
In today’s episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Ed Hill from Forbes Tate Partners, are joined by John Dick, CEO and Founder of CivicScience, a survey and data company. Their discussion covered topics includ...
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36:37
The Election Economic Outlook with POLITICO’s Victoria Guida
In this episode, POLITICO’s Victoria Guida joins the Macrocast guys to delve into the current state of the U.S. presidential race as it heads into the final weeks. Victoria highlights how prediction markets have diverged from traditional polls,...
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36:27
Economic Indicators and the 2024 Election
In this episode, Brendan Walsh and John Fagan from Markets Policy Partners and Ed Hill of Forbes Tate Partners break down the latest Consumer Price Index data and updates from they fed. They also delve into key developments in the rapidly...
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31:07
Job Numbers, Oil Prices, and Geopolitical Updates
In today's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discussed the latest job numbers and oil prices. They also explored geopolitical issues, including the turmoil in the Mid...
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30:36
China Economic Outlook with Logan Wright from Rhodium Group
In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan and Forbes Tate Partners' Ed Hill spoke with Rhodium Groups' Logan Wright, a leading expert on China policy. The discussion offers a comprehensive analysis of China's...
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35:40
Interest Rate Cuts, the Government Funding Deadline, and International Monetary Policy
In today’s episode, Markets Policy Partners Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, discussed the implications of this week's interest rate cuts, the looming government funding deadline, international monetary poli...
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34:30
Fed Insights with Neil Dutta from Renaissance Macro
This week we are joined by Neil Dutta, Chief Economist of Renaissance Macro, to discuss his views on what the Fed will do next week.
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32:31
Market Indicators and Economic Policy Agendas
In this week's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discuss the potential for a recession and what the yield curve indicates for the markets. They also explore the compe...
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32:42
Labor Market Dynamics, NVIDIA Earnings, and Economic Agendas
In this week's episode, Markets Policy Partners Brendan Walsh and John Fagan and Forbes Tate Partner Ed Hill discussed the labor market, NVIDIA earnings, and market sentiment. They also spoke about potential economic priorities under a Harris v...
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27:47
Fed Chair Remarks and the Upcoming Election: What's Next for the Federal Reserve?
In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, were joined by SWF Insights Inc. Founder Brai Valerio-Esene. During their discussion, they touched on Federal Reserve Chair J...
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34:46
Fed Gets Good News on the Inflation Front
This week Ed and Brendan discuss the latest inflation data and what that means for the Fed and markets. We also discuss the latest economic agenda out of the Harris campaign.
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17:27
Market Tremors: How Election Shake-Ups and Fed Rates are Shaping the Economic Forecast
In this week’s episode, Markets Policy Partners' Brendan Walsh and Forbes Tate Partners' Ed Hill discuss the latest developments in the 2024 election, including Vice President Harris’s decision to select Minnesota Governor Tim Walz as her runni...
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26:42
Unexpected Jump in Consumer Sentiment with Civic Science Founder John Dick
This week we get our monthly update on the ESI from John Dick of Civic Science where the results showed a surprise jump in sentiment. We also discuss the latest jobs data, earnings and the Fed
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31:11
The Road Ahead for Harris Campaign With Elizabeth Greer
This week John, Ed and Brendan are joined by Forbes-Tate Partner Elizabeth Greer to discuss Vice President Harris' nascent campaign plans for president and the political landscape in the months ahead. We finish with a discussion of the latest c...
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41:24
State of the Election and Implications on the Fed
This week John, Ed and Brendan discuss the RNC Convention, possibility of President Biden drop out of the race and the tough decisions that face the Fed at their July meeting.
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28:21
Perspectives on the Fed with Ed Hill
This week we are joined by Ed Hill of Forbes-Tate to discuss recent inflation data, the Fed and Chair Powell's Humphry-Hawkins testimony to Congress.
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31:34
Perspectives on the US Consumer from John Dick of Civic Science
On this episode of the MPP Macrocast, John and Brendan are joined by our frequent guest, the always insightful John Dick of Civic Science, to discuss the US consumer trends he is observing in their surveys. John identifies some canaries in the ...
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25:58
Political and Policy Risk with Meghan Pennington
On this episode of the MPP Macrocast, John and Brendan are joined by Meghan Pennington, longtime friend of the pod and founder of Forest Drive Strategic Partners, a public affairs consultancy based in Washington DC. Megan discusses her views on...
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39:01
Markets and Geopolitics with Eitan Danon from Chainalysis
On this episode of the MPP Macrocast, John and Brendan are joined by Eitan Danon, the Manager of Investigations for Chainalysis, a blockchain intelligence company. Eitan shares his views on the economic and market ramifications of geopolitical ...
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39:19
On the Road from Ukraine to Washington with Journalist Jack Wright
Jack Wright joins us (Washington Post, Australian Review, Intersection Podcast) to discuss his recent trip to Ukraine. We then delve into the upcoming US election and discuss the current state of China.
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31:15
Markets Policy Partners Macrocast - Fed Inflation, 2024 Election, and China
In today's episode, Brendan Walsh and John Fagan discussed the latest inflation numbers and the Fed before diving into the state of play in China. They closed out the conversation with the potential market effects of the 2024 election cycle.&nb...
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24:20
Minutes Reprice Fed Rate Cuts
We discuss the recent data and Fed Minutes and the repricing of rate cuts
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21:53
Markets Policy Partners Macrocast: A Conversation with Logan Wright, Director of China Market Research at Rhodium Group
On this episode of the MPP Macrocast, we are joined by Logan Wright, Partner and Director of China Market Research at Rhodium Group. Logan provides his insights on China’s growth outlook, the troubled property sector, fiscal matters, Beijing’s ...
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35:30
Markets Policy Partners Macrocast: State of the Consumer with John Dick of CivicScience
This week we are joined by John Dick of CivicScience to dig into their extensive survey data to gain insights into the state of the US consumer and the economy overall. See their work at www.civicscience.com
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31:49