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
Labor Day Edition: Jobs, Fed, and What's Next
This week's episode covers August's jobs report, which beat expectations with solid job growth and upward revisions to prior months. The strong data pushed up the odds of a September rate hike, though dovish comments from Governor C...
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...
