This week on Macrocast, the team explores the eerie calm that has settled over financial markets amid escalating tensions in the Middle East. They break down the latest central bank meetings, analyze recent inflation data, and assess t...

In this week's episode of the Macrocast, the team welcomes financial regulations and Federal Reserve reporter

This week on Macrocast, the team examines the May jobs report. They also discuss U.S. and China trade tensions, changes in currency value, and what's to come for the One Big Beautiful Bill Act. Additionally, they look at the f...

In this episode of Macrocast, the team dives into the latest developments in trade, market trends, and the  "One Big Beautiful Bill Act." They also cover recent updates from the Federal Reserve, news from the mortgage industry, an...

It was a packed episode of the Macrocast this week. The team dug into the House-passed “Big Beautiful Bill" including the proposed $40K SALT cap deduction—a major win for House Republicans—and what could be in store as the Senate takes it up. W...

Friend of the Macrocast, John Dick of Civic Science returns. After a discussion about a busy week on tariff negotiations, highlighted by the pause on American and Chinese bilateral tariffs, the group analyzed the economic uncertainty b...

Today on Macrocast, the team analyzes President Trump’s trade deal with the UK and the latest developments in U.S.-China negotiations. They then shift focus to Capitol Hill, breaking down the latest movements in Congress, Speaker Johns...

This week on Macrocast, Trevor Hanger of Forbes Tate Partners joins the team to unpack the latest economic data and what it means for markets and policymakers. The conversation covers tariff developments, GOP policy priorities, and Pre...

This week on Macrocast, James Bergin, a Partner at Arnold & Porter and former Chief of Staff at the Federal Reserve Bank of New York, breaks down what Fed independ...

This week on Macrocast, John Dick from CivicScience joins the conversation to share fresh insights on shifting consumer sentiment. The team explores signs of a consumer pullback amid declining co...

This week on Macrocast, the team unpacks the latest developments in reciprocal tariffs. As markets whipsaw in response to major tariff shifts and an escalating trade war with China, they explore how Wall Street is searching for clarity...

The Macrocast team welcomes trade expert Tori Smith of Forbes Tate Partners to unpack President Trump’s latest tariff announcement, which imposes a sweeping set of new duties on foreign businesses that import goods into the United States. In th...

With a new round of tariffs set to take effect, President Trump has declared April 2, 2025, as “Liberation Day.” But what does this mean for the U.S. economy and consumer sentiment, which already stands on shaky ground? Tune in as the Macrocast...

This week on Macrocast, the team breaks down the latest signals from the Federal Reserve as Chair Powell balances inflation concerns with tariff uncertainty. With the U.S. redefining its relationships abroad, the episode also examines how other...

Are we heading toward a recession? That’s the key question the Macrocast team tackles this week with frequent guest John Dick from CivicScience. With early recession signals emerging, uncertainty may be m...

This week on the Macrocast, renowned financial analyst Meredith Whitney, CEO of Meredith Whitney Advisory Group, joins the team to break down key shifts in the economy, from the evolving role of home equity to growing concerns in the ban...

In this episode, the Macrocast team unpacks the latest economic data, examining the disconnect between consumer sentiment and economic indicators. They break down President Trump’s escalating tariff rhetoric and debate whether tariffs are a gen...

This week on the Macrocast, John Dick from CivicScience joins the team to discuss the factors driving a decline in consumer sentiment. From economic uncertainty and tariff concerns to even egg prices, the...

In today’s episode, the Macrocast team unpacks the latest updates on Congressional budget negotiations, providing insights into the House and Senate’s divergent approaches. The discussion also covers tax, entitlement, and tariff policy, with a ...

In this edition of the Macrocast, the team is joined by Financial Services Forum President and CEO Kevin Fromer. The Forum represents the eight largest financial institutions headquartered in the U.S., and the...

In today’s episode, the Macrocast team welcomes John Dick from CivicScience to break down where consumer sentiment is headed in 2025. They also analyze how the markets may react to Trump’s tariff policies...

This week on the Macrocast, the team breaks down President Trump’s first wave of executive orders and explores how proposed tariff policies could impact U.S.-Mexico-Canada trade relations. They also discuss how cryptocurrency regulations may un...

In today’s episode, the Macrocast team welcomes Trevor Hanger, Senior Vice President at Forbes Tate Partners, to discuss key market trends and policy developments. They examine inflation data, recent bank earnings, and the Fed outlook. The conv...

In this episode, the Macrocast team is joined by global forecaster and author David Murrin. Using Murrin’s international relations theories as a framework for analysis, they take a macro-level view o...

This week on Macrocast, the team welcomes Democratic strategist Libby Greer and Republican strategist Frank Steinberg of Forbes Tate Partners. With a razor-thin GOP House majority, they analyze the Speaker vote, President-elect Tr...