19 episodes
Markets Policy Partners Macrocast Markets Policy Partners
-
- Business
-
-
5.0 • 2 Ratings
-
A pod at the intersection of financial markets and government policy
-
The Road Ahead for Harris Campaign With Elizabeth Greer
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 corporate earnings and macro data and how it will factor into the Fed's decision next week.
-
State of the Election and Implications on the Fed
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.
-
Perspectives on the Fed with Ed Hill
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.
-
Perspectives on the US Consumer from John Dick of Civic Science
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 coalmine for the retail outlook, reviews the impact of the election on buyer sentiment, discusses his expectations for the back half of 2024, and explains why Amazon Prime Days in July will be such pivotal indicator – follow any of these links to listen...
-
Political and Policy Risk with Meghan Pennington
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 the impending US election and how she is framing the race for her clients, as well as the policy ramifications of either a Biden or Trump victory. She closes with some social commentary and a glimmer of hope around the edges of the dark clouds
-
Markets and Geopolitics with Eitan Danon from Chainalysis
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 fragmentation, turbulence, and uncertainty as the “Axis of Upheaval” confronts the Western powers. Whether China’s designs on Taiwan, the Israel/Gaza war, Russia’s invasion of Ukraine, or the upcoming US election, there is no shortage of global politica...