Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
The Macro Picture: China, Rates, and Healthcare ft. Special Guest Barrett Thornhill
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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 clinical trials now coming out of China. A faster, lower-cost regulatory system is driving that shift and forcing a rethink of how drug development competes globally. Barrett unpacks what this means for U.S. pharma, FDA reform pressure, and who leads innovation going forward.
The group also covers China’s growing role in pharmaceutical manufacturing, and the macro forces behind it all, from interest rates and valuations to mounting pressure on U.S. healthcare spending.
For more about the hosts, please see below: