Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Iran Deal Hopes, Fed Headwinds, and the AI Trade
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This week on the Macrocast, the team broke down the market’s reaction to potential Iran deal developments, exploring how lower oil prices and a possible reopening of the Strait of Hormuz could ease inflation pressures and influence Treasury yields. They also discussed the challenges facing incoming Fed Chair Kevin Warsh as the Fed continues to navigate sticky inflation and a still-hawkish policy backdrop.
The episode also explored rising concerns around the AI trade, tech stock concentration, and whether the broader market rally may be starting to lose momentum. Ed shared updates from Capitol Hill, including bipartisan efforts to reform college athletics, while the team previewed upcoming May jobs data that could play a key role in shaping the Fed’s next moves.
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