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
Jobs Friday, Shifting Markets, and What Comes Next
In this episode of the Macrocast, John, Brendan, and Ed break down a surprisingly strong jobs report and what it is doing to expectations for markets and the Fed. They look at the mixed reaction across stocks and bonds, the shift in ma...
Iran Deal Hopes, Fed Headwinds, and the AI Trade
This week on the Macrocast, the team broke down the market’s reaction to potential Iran deal developments, exploring how lower oil prices and a possible reopening of the Strait of Hormuz could ease inflation pressures and influence Tre...
The Macro Picture: China, Rates, and Healthcare ft. Special Guest Barrett Thornhill
The Macrocast this week turns to healthcare and biotech with special guest Barrett Thornhill of FTP joining John Fagan, Ed Hill, and Brendan Walsh. China’s biotech boom is front and center, with more than half of global cli...
Markets, Mobility, and Economic Sentiment
This week on the Macrocast, the team is joined by John Dick of CivicScience to discuss a surprising rebound in the Economic Sentiment Indicator (ESI), driven in part by improving outlook on the U.S. economy and the impact of tax refund season.<...
Jobs Friday, Oil Pressure Builds, and the Next Inflation Signal
This week on the Macrocast, the team breaks down a stronger than expected April jobs report showing 115,000 new jobs and what it suggests about continued labor market strength and market expectations around growth and policy. The discu...
