58 episodes

Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends.

HPS Macrocast Hamilton Place Strategies

    • Business News
    • 5.0, 35 Ratings

Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends.

    Well That Was A Surprise

    Well That Was A Surprise

    Matt joins Tony, John, and Brendan to address the importance of this current moment. The gang also analyzes May's surprising jobs report and what this illuminates about PPP, markets, and November's election.

    • 30 min
    "Does Summer Look Like A False Dawn?"

    "Does Summer Look Like A False Dawn?"

    Tony, John, and Brendan discuss the constantly-evolving U.S-Chinese relationship and how it may impact American politics in the future. The gang also breaks down what has changed in the stock market, the impact of reopening, the new European Commission...

    • 37 min
    Mnuchin-Powell: The Buddy Movie

    Mnuchin-Powell: The Buddy Movie

     Tony, John, and Brendan discuss Chair Powell and Secretary Mnuchin's joint hearing this week and give an inside look on how the Treasury might have decided to revive the 20-year bond. The crew also talks through what economic recovery could look like, ...

    • 36 min
    We've Seen This Movie Before

    We've Seen This Movie Before

    Matt joins John and Brendan to discuss this week's comments from Fed Chair Jay Powell, Fed fund futures, US-China relations, and how policymakers use the stock market as a barometer for economic health. The crew also plays a game of "Hail Mary,"...

    • 35 min
    A Historic Jobs Day

    A Historic Jobs Day

     On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan unpack the historic jobs numbers, discuss near-term stabilization in oil markets, and dive into what to expect in upcoming relief package negotiations in Washington. They also...

    • 38 min
    April: In Like A Lion, Out Like A Lamb

    April: In Like A Lion, Out Like A Lamb

    Tony, John, and Brendan discuss the first virtual press conference from the Federal Reserve and stimulus measures from the Fed and the ECB. The crew also breaks down how state reopenings might impact markets, the latest developments with the PPP...

    • 38 min

Customer Reviews

5.0 out of 5
35 Ratings

35 Ratings

none01089 ,

Great insight

This is a nice way to keep a finger on the pulse of what’s happening around the world at the intersection of markets and policy. I listen as I walk home from work. Well done MPP!

SeattleJane ,

Expert commentary with a global perspective

Everything one needs to know about the markets and the economy, from inverted yield curves to Brexit and trade wars, in just a half hour.

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