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
Treasury Turbulence, Trump-Xi, and the AI Trade
This week, the Macrocast team examines renewed turbulence in the Treasury market as longer-term yields climb amid stronger economic data, persistent inflation concerns, weak auction demand, and a more hawkish tone from the Federal Rese...
Rate Hikes, Trade Fights, and a Nervous Market with Trevor Hanger
The Fed raised rates again, but the bigger story may be what comes next. Trevor from FTP fills in for Ed this week to break down the latest data, the pressure building around the October meeting, and why markets are watching every signal from W...
Fall Outlook for the U.S. Consumer ft. John Dick
This week, the Macrocast team is joined by frequent contributor John Dick of CivicScience to take the pulse of the U.S. consumer heading into the fall. The latest Economic Sentiment Index showed only a slight improvement, reflecting a ...