Macrocast by Forbes Tate Partners & Markets Policy Partners
A pod at the intersection of financial markets and government policy
Episodes
86 episodes
ADP Jobs Slide, Fed Cut Looms: What to Watch
Tune in to today’s Macrocast episode for a breakdown of the latest ADP jobs report, which shows U.S. private employment falling by more than 30,000. With the Fed widely expected to cut interest rates this December, the discussion also examines ...
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31:12
Clouded Jobs Data and Market Jitters
In this week’s Macrocast episode, the team breaks down the delayed jobs report and the mixed signals it is sending to markets, along with what it could mean for the Fed’s December interest rate decision. They also dig into the recent m...
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30:06
AI Hype, Bitcoin Buzz, and the End of the Shutdown
This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. The conversation then tu...
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35:41
Tariffs on Trial: The Supreme Court, Trade Policy, and What Comes Next
This week on Macrocast, the team welcomes Tori Smith, Senior Vice President at FTP and a trade policy expert, for an in-depth discussion on the latest tariff developments. They unpack the Supreme Court case challenging President Trump’...
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40:43
From the Fed to the Supreme Court: A Busy Week in Policy
In today’s Macrocast episode, the team discusses the Federal Reserve’s rate cut and its increasingly hawkish tone. They also cover the meeting between President Trump and President Xi in South Korea, including the agreement they reache...
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39:45
Shutdown Sentiment: How Gridlock in Washington is Impacting Consumers
On today’s Macrocast episode, CivicScience CEO John Dick joins to unpack the growing economic impact of the ongoing government shutdown, exploring how uncertainty in Washington is shaping consume...
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38:09
Rising U.S.–China Tensions Ahead of APEC Meeting
This week on Macrocast, the team examines escalating tensions between the U.S. and China ahead of their upcoming meeting at the APEC summit in South Korea, including the global impact of China’s rare earth controls. They also discuss t...
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34:22
Navigating the Government Shutdown and the Federal Reserve’s Interest Rate Strategy
On today’s Macrocast episode, the team unpacks the nuances of the government shutdown, examining partisan dynamics and the impact on the federal workforce. They also take a critical look at the Federal Reserve’s interest rate policy an...
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41:10
Unpacking the Early Days of the Government Shutdown
Tune in to Macrocast this week for the latest on the government shutdown, including the political calculus within the Republican and Democratic parties and President Trump’s threat to fire furloughed federal employees. The team also sh...
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30:46
Cracks in Consumer Confidence with John Dick
This week, the Macrocast team welcomes frequent guest contributor John Dick, CEO of CivicScience, to unpack the state of the American consumer. They discuss the decline in long-term economic...
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31:34
Assessing the Fed’s Rate Cuts, Tariff Developments, and Key Economic Updates
On today’s episode of Macrocast, the team breaks down the Fed’s interest rate cut and Jerome Powell’s role as his term nears its end. They also preview upcoming Supreme Court hearings on President Trump’s tariffs, examine Congress’s next steps ...
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36:37
The Cost of Federal Funding Cuts for Scientific Research with Dr. Ramaswamy from American University
On today’s edition of Macrocast, Dr. Vasudeva Ramaswamy of American University discusses how federal investments in basic scientific research at our colleges and universities drive economic growth and help America maintain healthy wage...
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39:33
August Jobs Report Looms Large Over the Economy
On today’s Macrocast episode, the team breaks down new jobs report data signaling a slowing labor market, alongside turmoil at the Fed surrounding hearings for Trump nominee Stephen Miran and the investigation into Governor Lisa Cook. ...
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35:20
Fed Pressure, Chip Tensions, and Congress’s Fall Agenda
This week on Macrocast, the team discusses potential rate cuts from the Fed and growing political pressure on the central bank—highlighting the potential removal of Fed Governor Lisa Cook and Chair Powell’s upcoming 2026 term expiratio...
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35:32
Breaking Down Powell’s Jackson Hole Address: Shifting Risks and the Fed’s Next Move
This week on Macrocast, Ed Hill and Brendan Walsh break down Federal Reserve Chair Jerome Powell’s Jackson Hole address, where he noted the hiring slowdown and the visible effects of tariffs on consumer prices. The speech carried a dov...
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18:28
Summer Consumer Habits and Economic Insights: Special Guest John Dick
John Dick of Civic Science returns to the Macrocast to share fresh insights on the pulse of the American consumer. From restaurant attendance to summer travel trends, the team explores how the economy is shaping spending habits, travel patterns...
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34:04
July Job Numbers and a Fed Shakeup
This week on Macrocast, the team delves into the latest economic data, including softer July jobs numbers, the Bureau of Labor Statistics’ revisions process, and rising jobless claims. They also break down changes in Fed leadership and growing ...
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37:50
Jobs Slow While Tariffs Rise
This week on Macrocast, the team unpacks a weaker-than-expected July jobs report, GDP growth, and growing doubts about the economy’s momentum. They also discussed the Fed’s wait-and-see approach after their latest meeting, Trump’s late...
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31:09
The Latest Japan and European Union Trade Updates, Fed Outlook, and More
This week on Macrocast, the team breaks down President Trump’s newly announced trade deal with Japan, including the unusual creation of a direct foreign investment fund under presidential discretion. Meanwhile, Europe is pushing for it...
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27:27
Driving Headlines: Fed Firestorm and Crypto Regulations
In today's episode, frequent guest contributor John Dick from Civic Science joins to discuss consumer sentiment, examining how tariffs are affecting travel and spending. With the administration's August t...
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41:32
One Big Beautiful Bill Passed: Looking Forward
This week on Macrocast, the team breaks down the big news: the passage of the “One Big Beautiful Bill.” They dig into what it means for the next steps, the timing involved, and the important guidance that will soon follow. Despite a relatively ...
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32:11
Markets, Geopolitics, and Trade Progress: A Shifting Economy
The week on Macrocast, the team unpacks the recent economic data from the Fed, consumer consumption, and the progress made in U.S.-China trade talks. Additionally, the team covers the economic implications of our involvement with Israe...
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34:09
Tentative Calm in the Markets Amid Global Tensions
This week on Macrocast, the team explores the eerie calm that has settled over financial markets amid escalating tensions in the Middle East. They break down the latest central bank meetings, analyze recent inflation data, and assess t...
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30:58