Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Unpacking the Labor Slowdown and the Fed's New Playbook
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This week on the Macrocast, the team analyzes the latest jobs report numbers, including labor market pressures and a surprising contraction in the leisure and hospitality sector. The discussion then turns to Fed Chair Kevin Warsh's debut at a central bank conference in Portugal, where his focus on inflation and a lack of forward guidance left markets weighing potential rate hikes ahead of the midterm elections. The episode also covers key policy updates from Washington, including the bipartisan passage of a housing bill through Congress, before closing with a look at the World Cup.
From the entire team, Happy Fourth of July, and stay cool in the heat!
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