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
Groundhog Day Markets, Iran Tensions, and What’s Next
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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 continue to loom, keeping energy markets unsettled and making it harder for broader risk sentiment to find direction. Inflation remains in focus as well, with energy price pressures adding another layer of uncertainty to the path ahead.
On the political side, the run-up to the midterms is starting to pick up pace, bringing markets another variable to watch. Looking ahead, next week brings first-quarter GDP and a packed central bank calendar, setting up a busy stretch for both growth and policy expectations.
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