Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Latest Episodes
The Road to the Midterms: Jobs, Inflation, and Energy
This week on the Macrocast, the team breaks down a weaker-than-expected September jobs report, with just 29,000 jobs added and the unemployment rate ticking up as the labor force expanded. They also discuss softer wage growth, the late...
Treasury Turbulence, Trump-Xi, and the AI Trade
This week, the Macrocast team examines renewed turbulence in the Treasury market as longer-term yields climb amid stronger economic data, persistent inflation concerns, weak auction demand, and a more hawkish tone from the Federal Rese...
Rate Hikes, Trade Fights, and a Nervous Market with Trevor Hanger
The Fed raised rates again, but the bigger story may be what comes next. Trevor from FTP fills in for Ed this week to break down the latest data, the pressure building around the October meeting, and why markets are watching every signal from W...
