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
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...
Unpacking the Labor Slowdown and the Fed's New Playbook
This week on the Macrocast, the team analyzes the latest jobs report numbers, including labor market pressures and a surprising contraction in the leisure and hospitality sector. The discussion then turns to Fed Chair Kevin Warsh's debut at a c...
Midsummer Slump: Tech Pulls Back, Inflation Sticks, and Congress Moves on Housing
Financial markets had a turbulent week, and the Macrocast team is sorting through the noise. Chip prices are climbing, semiconductor valuations look stretched, and investors are pulling back on AI-adjacent bets. Brendan explains what's...
Summer Heat: Retail Booms, Housing Slumps, and a Hawkish Fed ft. John Dick
In this episode, Macrocast regular John Dick of CivicScience joins the team to unpack the latest consumer sentiment numbers. The Economic Sentiment Index just hit its highest point since mid-April, retail sales came in nearly double ex...
