Macrocast by FTP & Markets Policy Partners

This week on  Macrocast , the team welcomes Democratic strategist Libby Greer and Republican strategist Frank Steinberg of Forbes Tate Partners. With a razor-thin GOP House majority, they analyze the Speaker vote, President-elect Trump’s 2025 policy agenda focused on immigration, energy, and tax policy, and how Democrats fit in. The conversation wraps up with a look at DOGE, Trump’s proposed gover...

In this episode, John Dick from CivicScience joins the Macrocast team to analyze the latest consumer sentiment, including solidified post-pandemic self-care trends and growing uncertainty about the long-term economic outlook. The discussion also covers inflation concerns heading into 2025 and the ongoing budget negotiations on Capitol Hill. 

In this episode, the Macrocast team unpacks inflation data and explores the incoming Trump administration’s economic policy stance, including proposed tariffs and key administration appointees. They also provide insight into Big Tech during the transition period and discuss China’s monetary shifts amid fiscal challenges.

In this episode, the Macrocast team breaks down the latest jobs report and inflation metrics while analyzing key cabinet appointee picks and their market implications. They also examine the GOP’s narrow House majority and priorities for the first 100 days of the new Administration, focusing on tax policy and reconciliation.

In this episode, the Macrocast team welcomes John Dick from CivicScience to discuss how economic sentiments differ between Republicans and Democrats post-2024 election. They delve into recent company earnings and Black Friday trends, concluding with potential Treasury secretary picks for President-elect Trump.

In this episode, the Macrocast team dives into the latest inflation data and explores the future of the Fed, with a particular focus on its autonomy under the incoming Trump administration. They also examine potential cabinet picks and the Senate’s confirmation process before discussing the future of crypto regulations. The conversation wraps up with an analysis of China’s economic outlook and fed...

In this episode, the Macrocast guys analyze the aftermath of the 2024 election, including its impact on the bond and stock markets. They also explore the incoming Trump Administration's policy priorities, focusing on tariffs, taxes, and government spending. The conversation concludes with a discussion of the Federal Reserve and potential rate cuts.

In today's episode, the Macrocast team is joined by Doug Usher, a partner and head of the Insights and Analytics department at Forbes Tate Partners. They provided a comprehensive overview of polling ahead of the 2024 election and a snapshot of the latest market updates. 

In today’s episode, Markets Policy Partners' Brendan Walsh and John Fagan, along with Ed Hill from Forbes Tate Partners, are joined by John Dick, CEO and Founder of CivicScience, a survey and data company. Their discussion covered topics including consumer confidence, recent election polling and sentiment, and the job market and office policy. 

In this episode, POLITICO’s Victoria Guida joins the Macrocast guys to delve into the current state of the U.S. presidential race as it heads into the final weeks. Victoria highlights how prediction markets have diverged from traditional polls, raising questions about their accuracy. The conversation also covers the impact of potential economic policies on markets, particularly how investors are r...

In this episode, Brendan Walsh and John Fagan from Markets Policy Partners and Ed Hill of Forbes Tate Partners break down the latest Consumer Price Index data and updates from they fed.  They also delve into key developments in the rapidly approaching 2024 election and the economic agendas of the candidates. 

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 Middle East, new economic data from the European Union, and political developments in East Asia. 

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 economy and explores key foreign policy issues, including the Belt and Road Initiative.

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 policy, and exchange rates. 

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 competing economic policy agendas of the Trump and Harris campaigns and preview the upcoming presidential debate. 

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 vs. Trump administration, including the future of tax policy. 

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 Jerome Powell's recent remarks, the different economic agendas presented by Donald Trump and Kamala Harris, and the future of the Federal Rese...

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 running mate and the upcoming Democratic National Convention. They also examine the Fed’s decision to hold rates, fluctuations in the stock market, and...

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 corporate earnings and macro data and how it will factor into the Fed's decision next week. 

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 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 w...