Macrocast by FTP & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Macrocast by FTP & Markets Policy Partners
Treasury Turbulence, Trump-Xi, and the AI Trade
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This week, the Macrocast team examines renewed turbulence in the Treasury market as longer-term yields climb amid stronger economic data, persistent inflation concerns, weak auction demand, and a more hawkish tone from the Federal Reserve. John, Brendan, and Ed Hill unpack what is driving the latest move in rates and what it could mean for markets.
The team also turns to the Trump-Xi summit, the outlook for energy markets, and growing geopolitical risks. They discuss the latest developments in U.S.-China relations, the continued momentum behind AI-related stocks, and the economic and policy developments to watch in the weeks ahead.
For more about the hosts, please see below:
