On today's edition of the Macrocast, Penta's Ylan Mui and Markets Policy Partners' John Fagan and Brendan Walsh are joined by Brai Valerio-Esene, Founder of SW4 Insights Inc. The group dissects the mixed signals from recent economic data and the shift in the Fed's focus from inflation to growth. Our co-hosts also discuss how the conflict in the Middle East could have an economic ripple effect globally.