6 episodes

A pod at the intersection of financial markets and government policy

Markets Policy Partners Macrocast Markets Policy Partners

    • Business
    • 5.0 • 2 Ratings

A pod at the intersection of financial markets and government policy

    Markets Policy Partners Macrocast: Inflation Creates a Sticky Situation for the Fed

    Markets Policy Partners Macrocast: Inflation Creates a Sticky Situation for the Fed

    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. 

    • 16 min
    Markets Policy Partners Macrocast: Supply Chain Discussion with Loren Smith from Skyline Policy Risk Group

    Markets Policy Partners Macrocast: Supply Chain Discussion with Loren Smith from Skyline Policy Risk Group

    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 disaster in Baltimore, and the earthquake in Taiwan. We parse their impact, and then turn to the interrelated issues of US-China trade friction and the ramifications of the upcoming election for trade. 

    • 31 min
    Markets Policy Partners Macrocast: Political Landscape with Declan Garvey from the Dispatch

    Markets Policy Partners Macrocast: Political Landscape with Declan Garvey from the Dispatch

    This week we are joined by Declan Garvey from the Dispatch to discuss the overall political and economic landscape facing the country up to the election and discuss the current state of the news industry. 

    • 30 min
    Markets Policy Partners Macrocast: Survey Says! A deep dive into consumer attitudes with John Dick of Civic Science

    Markets Policy Partners Macrocast: Survey Says! A deep dive into consumer attitudes with John Dick of Civic Science

    In this installment of the MPP Macrocast, we are joined by our regular guest, the always insightful John Dick of Civic Science, to parse the signals about consumer sentiment from their Economic Sentiment Index (ESI) https://info.civicscience.com/economic-sentiment-index

    • 30 min
    Markets Policy Partners Macrocast: US Dollar Dominance: Durable or Doubtful? A conversation with Steve Kamin (AEI) and Mark Sobel (OMFIF)

    Markets Policy Partners Macrocast: US Dollar Dominance: Durable or Doubtful? A conversation with Steve Kamin (AEI) and Mark Sobel (OMFIF)

    This week we are joined with Steve Kamin (AEI) and Mark Sobel (OMFIF) to discuss their paper on the future of the US dollar. We also discuss their outlook on the economy and the Fed.

    • 35 min
    Markets Policy Partners Macrocast: A Higher for Longer Fed

    Markets Policy Partners Macrocast: A Higher for Longer Fed

    This week we are joined by Brai Valerio-Esene, Founder, SW4 Insights. We go through the recent inflation data and its limitations. Finally, the crew discusses the outlook for the economy and when to expect the first rate cut.

    • 25 min

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