
Macrocast by Forbes Tate Partners & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Episodes
55 episodes
Consumer Caution and Trade Apprehension
This week on Macrocast, John Dick from CivicScience joins the conversation to share fresh insights on shifting consumer sentiment. The team explores signs of a consumer pullback amid declining co...
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32:11

Taking Stock of the Tariff Fallout
This week on Macrocast, the team unpacks the latest developments in reciprocal tariffs. As markets whipsaw in response to major tariff shifts and an escalating trade war with China, they explore how Wall Street is searching for clarity...
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35:52

Unpacking ‘Liberation Day’ with Trade Expert Tori Smith
The Macrocast team welcomes trade expert Tori Smith of Forbes Tate Partners to unpack President Trump’s latest tariff announcement, which imposes a sweeping set of new duties on foreign businesses that import goods into the United States. In th...
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40:35

What The Trump Administration's Impending Auto Tariffs Mean
With a new round of tariffs set to take effect, President Trump has declared April 2, 2025, as “Liberation Day.” But what does this mean for the U.S. economy and consumer sentiment, which already stands on shaky ground? Tune in as the Macrocast...
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26:51

The Fed’s Dilemma and Global Economic Shifts
This week on Macrocast, the team breaks down the latest signals from the Federal Reserve as Chair Powell balances inflation concerns with tariff uncertainty. With the U.S. redefining its relationships abroad, the episode also examines how other...
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32:33

The Road Ahead for the U.S. Economy
Are we heading toward a recession? That’s the key question the Macrocast team tackles this week with frequent guest John Dick from CivicScience. With early recession signals emerging, uncertainty may be m...
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34:44

Inside the Financial Shifts: Banks, Housing, and the Economy with Meredith Whitney
This week on the Macrocast, renowned financial analyst Meredith Whitney, CEO of Meredith Whitney Advisory Group, joins the team to break down key shifts in the economy, from the evolving role of home equity to growing concerns in the ban...
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37:47

Economic Tensions and Congressional Gridlock
In this episode, the Macrocast team unpacks the latest economic data, examining the disconnect between consumer sentiment and economic indicators. They break down President Trump’s escalating tariff rhetoric and debate whether tariffs are a gen...
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33:26

Navigating Consumer Worries and Budget Battles Under the New Administration
This week on the Macrocast, John Dick from CivicScience joins the team to discuss the factors driving a decline in consumer sentiment. From economic uncertainty and tariff concerns to even egg prices, the...
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37:55

Budget Resolutions and Market Reactions
In today’s episode, the Macrocast team unpacks the latest updates on Congressional budget negotiations, providing insights into the House and Senate’s divergent approaches. The discussion also covers tax, entitlement, and tariff policy, with a ...
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34:44

Navigating the Banking Landscape with the Financial Services Forum
In this edition of the Macrocast, the team is joined by Financial Services Forum President and CEO Kevin Fromer. The Forum represents the eight largest financial institutions headquartered in the U.S., and the...
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33:51

Consumer Sentiment and Tariff Reactions
In today’s episode, the Macrocast team welcomes John Dick from CivicScience to break down where consumer sentiment is headed in 2025. They also analyze how the markets may react to Trump’s tariff policies...
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30:54

Navigating the New Administration: Tariffs, Crypto, and the Fed
This week on the Macrocast, the team breaks down President Trump’s first wave of executive orders and explores how proposed tariff policies could impact U.S.-Mexico-Canada trade relations. They also discuss how cryptocurrency regulations may un...
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31:58

Market Data and Trump’s Economic Playbook
In today’s episode, the Macrocast team welcomes Trevor Hanger, Senior Vice President at Forbes Tate Partners, to discuss key market trends and policy developments. They examine inflation data, recent bank earnings, and the Fed outlook. The conv...
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28:37

Global Power Shifts and the Future of U.S. Influence
In this episode, the Macrocast team is joined by global forecaster and author David Murrin. Using Murrin’s international relations theories as a framework for analysis, they take a macro-level view o...
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28:36

Kicking Off 2025: Speaker Showdown and GOP Priorities
This week on Macrocast, the team welcomes Democratic strategist Libby Greer and Republican strategist Frank Steinberg of Forbes Tate Partners. With a razor-thin GOP House majority, they analyze the Speaker vote, President-elect Tr...
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31:01

Inflation Challenges and Budget Negotiations
In this episode, John Dick from CivicScience joins the Macrocast team to analyze the latest consumer sentiment, including solidified post-pandemic self-care trends and growing uncertainty about the long-term economic outlook. The discussion als...
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26:07

Inflation, Tariffs, and Tech Shifts
In this episode, the Macrocast team unpacks inflation data and explores the incoming Trump administration’s economic policy stance, including proposed tariffs and key administration appointees. They also provide insight into Big Tech during the...
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23:22

Shaping Policy and Markets: Jobs and Political Transitions
In this episode, the Macrocast team breaks down the latest jobs report and inflation metrics while analyzing key cabinet appointee picks and their market implications. They also examine the GOP’s narrow House majority and priorities for the fir...
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31:02

Consumer Trends and Preferences with CivicScience's John Dick
In this episode, the Macrocast team welcomes John Dick from CivicScience to discuss how economic sentiments differ between Republicans and Democrats post-2024 election. They delve into recent company earnings and Black Friday trends, concluding...
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30:29

Navigating Markets: Fed Autonomy, Inflation, and the Road Ahead
In this episode, the Macrocast team dives into the latest inflation data and explores the future of the Fed, with a particular focus on its autonomy under the incoming Trump administration. They also examine potential cabinet picks and the Sena...
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31:55

2024 Election: Market Ripples and Policy Shifts
In this episode, the Macrocast guys analyze the aftermath of the 2024 election, including its impact on the bond and stock markets. They also explore the incoming Trump Administration's policy priorities, focusing on tariffs, taxes, and governm...
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35:20

Polling Deep Dive with Doug Usher from Forbes Tate Partners
In today's episode, the Macrocast team is joined by Doug Usher, a partner and head of the Insights and Analytics department at Forbes Tate Partners. They provided a comprehensive overview of polling ahead of the 2024 election and a snapshot of ...
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35:08

Insights on Consumer Sentiment and Election Polling with John Dick from CivicScience
In today’s episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Ed Hill from Forbes Tate Partners, are joined by John Dick, CEO and Founder of CivicScience, a survey and data company. Their discussion covered topics includ...
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36:37

The Election Economic Outlook with POLITICO’s Victoria Guida
In this episode, POLITICO’s Victoria Guida joins the Macrocast guys to delve into the current state of the U.S. presidential race as it heads into the final weeks. Victoria highlights how prediction markets have diverged from traditional polls,...
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36:27
