Macrocast: "Does Summer Look Like A False Dawn?"
Tony, John, and Brendan discuss the constantly-evolving U.S-Chinese relationship and how it may impact American politics in the future. The gang also breaks down what has changed in the stock market, ...
29 Mai 202037min
Insights: A Conversation With Kate Andersen Brower On "Team Of Five"
HPS Partners Stacy Kerr and Michael Steel are joined by New York Times bestselling author Kate Andersen Brower to discuss her newest book, "Team of Five: The Presidents Club in the Age of Trump." They...
27 Mai 202029min
Macrocast: Mnuchin-Powell: The Buddy Movie
Tony, John, and Brendan discuss Chair Powell and Secretary Mnuchin's joint hearing this week and give an inside look on how the Treasury might have decided to revive the 20-year bond. The crew also ta...
22 Mai 202036min
Macrocast: We've Seen This Movie Before
Matt joins John and Brendan to discuss this week's comments from Fed Chair Jay Powell, Fed fund futures, US-China relations, and how policymakers use the stock market as a barometer for economic healt...
17 Mai 202035min
Macrocast: A Historic Jobs Day
On this Jobs Day episode of the HPS Macrocast, Tony, Matt, John, and Brendan unpack the historic jobs numbers, discuss near-term stabilization in oil markets, and dive into what to expect in upcoming ...
8 Mai 202038min
Insights: Oil’s New Refrain: "Don’t Drill Baby, Drill"
HPS Managing Director Stratton Kirton and Associate Bryce Campanelli join Managing Director Bryan DeAngelis to discuss their recent analysis on global and domestic oil markets. As oil producers are pu...
5 Mai 202022min
Macrocast: April: In Like A Lion, Out Like A Lamb
Tony, John, and Brendan discuss the first virtual press conference from the Federal Reserve and stimulus measures from the Fed and the ECB. The crew also breaks down how state reopenings might impact ...
1 Mai 202038min
Macrocast: Have We Reached The Bottom Yet?
Matt McDonald steps in for Tony this week bringing with him a fun game of "bottom or not" for different markets. The gang also discusses the most recent stimulus package, the implementation of PPP, an...
24 Apr 202032min
