Macrocast: "Anything Could Happen"
On this week's Macrocast, John and Brendan are joined by special guest Matt McDonald to make sense of this week's jumbled economic data, including the new jobs report, the IPO market impact, upcoming ...
4 Okt 201936min
Macrocast: Does Impeachment Matter For Markets?
On the heels of a busy week, Tony, John, and Brendan discuss new economic data and fiscal policy discussions, the ins and outs of impeachment, and how it might impact markets. Plus, a look ahead at ne...
27 Sep 201932min
Macrocast: "All I Got Was $65 A Barrel!"
This week, John and Brendan are joined by HPS Partner Michael Steel for a lively discussion of monetary and fiscal policy, oil prices in the wake of attacks on Saudi infrastructure, and how companies ...
20 Sep 201928min
Macrocast: The Tom Brady Of Central Bank Governors
On the first-ever Friday the 13th episode of the Macrocast, Tony, John, and Brendan discuss Mario Draghi's recent quantitative easing move and his legacy at the ECB, equity rotation, oil markets, and ...
13 Sep 201931min
Macrocast: A Series Of Fortunate Events
On this week's Macrocast, Tony, John, and Brendan react to Friday's jobs numbers and how the markets are consuming them. They then dive into a "series of fortunate events" -- the Hong Kong extradition...
6 Sep 201935min
Macrocast: BoJo's Big Week
Tony, John, and Brendan lead with a discussion of sovereign debt pricing that spans four continents; they discuss how markets priced in UK Prime Minister Boris Johnson's suspension of Parliament ahead...
30 Aug 201932min
Macrocast: Jerome Powell's History Lesson
With John out of town, HPS partner Matt McDonald joins Tony and Brendan as they discuss Chairman Powell's speech from Jackson Hole and what it means for markets; the U.S.-China trade standoff and how ...
23 Aug 201927min
Macrocast: The Crazy Inverted Yield Curve Show
"Slow August" has not been the case so far this month. Tony, John, and Brendan discuss the inverted yield curve and the difficult job of the Treasury debt management team; U.S. consumers staying stron...
16 Aug 201942min
