Markets Policy Partners Macrocast

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 Reserve.

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 forecasts for the future. 

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.