In today's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discussed the latest job numbers and oil prices. They also explored geopolitical issues, including the turmoil in the Mid...

In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan and Forbes Tate Partners' Ed Hill spoke with Rhodium Groups' Logan Wright, a leading expert on China policy. The discussion offers a comprehensive analysis of China's...

In today’s episode, Markets Policy Partners Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, discussed the implications of this week's interest rate cuts, the looming government funding deadline, international monetary poli...

This week we are joined by Neil Dutta, Chief Economist of Renaissance Macro, to discuss his views on what the Fed will do next week. 

In this week's episode, Brendan Walsh and John Fagan of Markets Policy Partners, along with Ed Hill from Forbes Tate Partners, discuss the potential for a recession and what the yield curve indicates for the markets. They also explore the compe...

In this week's episode, Markets Policy Partners Brendan Walsh and John Fagan and Forbes Tate Partner Ed Hill discussed the labor market, NVIDIA earnings, and market sentiment. They also spoke about potential economic priorities under a Harris v...

In this week's episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Forbes Tate Partner Ed Hill, were joined by SWF Insights Inc. Founder Brai Valerio-Esene. During their discussion, they touched on Federal Reserve Chair J...

This week Ed and Brendan discuss the latest inflation data and what that means for the Fed and markets. We also discuss the latest economic agenda out of the Harris campaign. 

In this week’s episode, Markets Policy Partners' Brendan Walsh and Forbes Tate Partners' Ed Hill discuss the latest developments in the 2024 election, including Vice President Harris’s decision to select Minnesota Governor Tim Walz as her runni...

This week we get our monthly update on the ESI from John Dick of Civic Science where the results showed a surprise jump in sentiment. We also discuss the latest jobs data, earnings and the Fed

This week John, Ed and Brendan are joined by Forbes-Tate Partner Elizabeth Greer to discuss Vice President Harris' nascent campaign plans for president and the political landscape in the months ahead. We finish with a discussion of the latest c...

This week John, Ed and Brendan discuss the RNC Convention, possibility of President Biden drop out of the race and the tough decisions that face the Fed at their July meeting. 

This week we are joined by Ed Hill of Forbes-Tate to discuss recent inflation data, the Fed and Chair Powell's Humphry-Hawkins testimony to Congress.

On this episode of the MPP Macrocast, John and Brendan are joined by our frequent guest, the always insightful John Dick of Civic Science, to discuss the US consumer trends he is observing in their surveys. John identifies some canaries in the ...

On this episode of the MPP Macrocast, John and Brendan are joined by Meghan Pennington, longtime friend of the pod and founder of Forest Drive Strategic Partners, a public affairs consultancy based in Washington DC. Megan discusses her views on...

On this episode of the MPP Macrocast, John and Brendan are joined by Eitan Danon, the Manager of Investigations for Chainalysis, a blockchain intelligence company. Eitan shares his views on the economic and market ramifications of geopolitical ...

Jack Wright joins us (Washington Post, Australian Review, Intersection Podcast) to discuss his recent trip to Ukraine. We then delve into the upcoming US election and discuss the current state of China. 

In today's episode, Brendan Walsh and John Fagan discussed the latest inflation numbers and the Fed before diving into the state of play in China. They closed out the conversation with the potential market effects of the 2024 election cycle.&nb...

We discuss the recent data and Fed Minutes and the repricing of rate cuts

On this episode of the MPP Macrocast, we are joined by Logan Wright, Partner and Director of China Market Research at Rhodium Group. Logan provides his insights on China’s growth outlook, the troubled property sector, fiscal matters, Beijing’s ...

This week we are joined by John Dick of CivicScience to dig into their extensive survey data to gain insights into the state of the US consumer and the economy overall. See their work at www.civicscience.com

On this week's Macrocast, we are joined by Justin Bernier, Co-Founder and CEO of National Security Index to discuss how he has structured his unique investment products to align with US geopolitical interests. Justin also provides insights at t...

On this week's Macrocast we are joined by Matt Dell Orfano to discuss the recent macro data and its implications for the Fed and global markets. We also dig into the recent corporate earnings season and close with risks on the horizon that migh...

On this week's Macrocast John and Brendan discuss the latest inflation figures and what that means for the Fed as well as the kickoff of first quarter earnings season. 

In this episode of the MPP Macrocast, we are joined by Loren Smith from the Skyline Policy Risk Group to discuss the key stressors impacting global supply chains – Red Sea attacks, metastasizing conflict in the Middle East, the Key Bridge disas...