Macrocast by Forbes Tate Partners & Markets Policy Partners

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 federal funding for U.S. manufacturing. 

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 reacting to the candidates' stances on tariffs, energy production, and trade.  

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.