In this week’s Macrocast episode, the team breaks down the delayed jobs report and the mixed signals it is sending to markets, along with what it could mean for the Fed’s December interest rate decision. They also dig into the recent market volatility driven by concerns about a potential AI bubble, even as NVIDIA posts strong earnings. Finally, the conversation turns to global financial developments, including Japan’s ongoing efforts to stabilize its economy.

This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. 

The conversation then turns to the fast-evolving world of AI, where policymakers, investors, and analysts are debating whether the sector’s rapid growth reflects genuine innovation or valuations that may be getting ahead of themselves. The hosts also take a look at the latest volatility in crypto markets, including Bitcoin’s recent swings and the market buzz sparked by the return of McDonald’s McRib.

As always, the team breaks down the week’s major moves and what they really mean for markets, policymakers, and everyday Americans. 

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

This week on Macrocast, the team welcomes Tori Smith, Senior Vice President at FTP and a trade policy expert, for an in-depth discussion on the latest tariff developments. They unpack the Supreme Court case challenging President Trump’s use of IEEPA tariffs, exploring how trade laws and policies could allow tariffs to continue even if the Court rules against the administration. The conversation also covers the U.S.–China relations, the rare earth market, the government shutdown, and the latest U.S. economic data. 

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

In today’s Macrocast episode, the team discusses the Federal Reserve’s rate cut and its increasingly hawkish tone. They also cover the meeting between President Trump and President Xi in South Korea, including the agreement they reached on tariffs, export controls, and trade. The episode concludes with a look at the Supreme Court’s consideration of President Trump’s tariffs under IEEPA and the government shutdown.

 For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

On today’s Macrocast episode, CivicScience CEO John Dick joins to unpack the growing economic impact of the ongoing government shutdown, exploring how uncertainty in Washington is shaping consumer sentiment and holiday retail forecasts. The discussion also dives into debates over cryptocurrency regulation, the latest inflation trends and Federal Reserve analysis, and concludes with timely updates on U.S.-China relations.

 For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

This week on Macrocast, the team examines escalating tensions between the U.S. and China ahead of their upcoming meeting at the APEC summit in South Korea, including the global impact of China’s rare earth controls. They also discuss the recent fraud incidents involving Zions Bancorp and Western Alliance Bancorp, exploring what these cases reveal about the broader health of regional banks. The episode wraps up with an update on the ongoing government shutdown and the sharp rise in gold prices.

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

On today’s Macrocast episode, the team unpacks the nuances of the government shutdown, examining partisan dynamics and the impact on the federal workforce. They also take a critical look at the Federal Reserve’s interest rate policy and speculate on the Fed’s target interest rate, discuss market investments, AI, and U.S. – China trade policy. 

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

Tune in to Macrocast this week for the latest on the government shutdown, including the political calculus within the Republican and Democratic parties and President Trump’s threat to fire furloughed federal employees. The team also shares predictions for the Fed and explores the growing tension it faces between inflation and rising unemployment, with ADP data highlighting the strain while official jobs reports remain on hold during the shutdown.

For more about the hosts, please see below:

Forbes Tate Partners

Markets Policy Partners

This week, the Macrocast team welcomes frequent guest contributor John Dick, CEO of CivicScience, to unpack the state of the American consumer. They discuss the decline in long-term economic optimism, growing unease in the job market, and how the political divide is reflected in consumer sentiment. The conversation also touches on housing demand and the Fed’s recalibration of interest rates. 

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners

On today’s episode of Macrocast, the team breaks down the Fed’s interest rate cut and Jerome Powell’s role as his term nears its end. They also preview upcoming Supreme Court hearings on President Trump’s tariffs, examine Congress’s next steps on government funding, and explore U.S.–China relations what other central banks are doing around the world.

For more about the hosts, please see below: 

Forbes Tate Partners

Markets Policy Partners