Macrocast by Forbes Tate Partners & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by Forbes Tate Partners & Markets Policy Partners
Latest Episodes
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...
Powell's Unconventional Exit, Warsh's Entry, and the Near-Term Fed Outlook
This week on Macrocast, the team examines Fed Chair Powell’s decision to remain beyond his tenure as chair and what it means for Fed independence as Kevin Warsh prepares to take over. The discussion also touches on the labor market and...
Groundhog Day Markets, Iran Tensions, and What’s Next
This week on the Macrocast, the team digs into the latest economic data and what it is signaling for the broader outlook, though as they joke, it is starting to feel a bit like Groundhog Day. Geopolitical tensions with Iran contin...
Inflation, AI, and the Market Pulse with Special Guest John Dick
This week on the Macrocast, the whole team, with special guest John Dick returning, breaks down the latest inflation data and what it signals for the U.S. economy. They go through CPI, recent inflation trends, and moves in gas pri...
