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
July Jobs Report Rattles Markets
This week, the Macrocast team unpacks a July jobs report that missed expectations by a wide margin, with payrolls declining even as the unemployment rate ticked lower, a divergence Brendan partially attributes to workers exiting the labor force...
Dog Days of Summer and Earnings Season
This week, the Macrocast team examines the Federal Reserve's latest policy meeting, where Chair Kevin Walsh held rates steady while maintaining his stance against forward guidance, a decision that drove Treasury yields higher and weighed on equ...
Oil, Rates, and Earnings: This Week's Macro Crosscurrents
This week on the Macrocast, John Fagan and Ed Hill examine the renewed U.S.-Iran conflict and its effect on oil markets, with Brent crude climbing above $100 a barrel. The discussion turns to the Federal Reserve, where Chair Kevin Wars...
Consumer Confidence Meets Congress: This Week on the Macrocast
This week on the Macrocast, Brendan and Ed were joined by frequent guest John Dick of CivicScience to review his latest Economic Sentiment Index. John discussed the continued improvement of consumer sentiment, indicating that, while still below...
The Fed's New Chapter, Middle East Tensions, and a Senate in Flux
This week on Macrocast, the team breaks down Chair Warsh's first moves at the helm of a divided FOMC and what the June meeting minutes reveal about the growing rift between hawks and doves. Market odds on a rate hike remain low for now...
