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
Jackson Hole and the Fed's Tell
This week, the Macrocast team breaks down Fed Chair Warsh's Jackson Hole speech, where he flagged persistent above-target inflation even as he acknowledged a resilient economy, a clearer signal than the Fed has sent in months. Markets ...
Back-to-School Spending and Market Signals ft. John Dick
This week, the Macrocast team is joined by frequent contributor John Dick of CivicScience for a read on the U.S. consumer heading into the fall. Sentiment bounced back after a steep prior decline and household financial health improved...
Summer Inflation, Earnings, and the AI Heatwave
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 reta...
