In this episode of the Macrocast, John, Brendan, and Ed break down a surprisingly strong jobs report and what it is doing to expectations for markets and the Fed. They look at the mixed reaction across stocks and bonds, the shift in market leadership, and what it all signals for the path ahead.

The conversation also steps back to cover upcoming tech IPOs, rising geopolitical tensions, and key policy debates in Washington. They finish with a broader view of the global economy and the pressures building across different regions.

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners