Macrocast: Just the Right Amount of Wrong
Tony, John, and Brendan discuss the ongoing trade dispute between China and the United States; domestic and international growth and monetary policy; and the impact of recent earnings reports on marke...
9 Aug 201936min
Macrocast: The Summer Economic Cliffhanger
With Brendan away, HPS' Matt McDonald joins Tony and John on this week's HPS Macrocast. In the first segment, the guys deep-dive on Jobs Day numbers, take a look at wage growth, and discuss global and...
2 Aug 201938min
Macrocast: Neither Going Big Nor Going Home
In a jam-packed show, Tony, John, and Brendan discuss the global economy, the Fed’s focus on the yield curve, equity markets, and competition in the tech sector.
26 Juli 201939min
Macrocast: A Strong Dollar Policy No More?
In this week's episode, Tony, John, and Brendan discuss dovish interest rate outlooks across the globe, how the U.S.' strong dollar days might be over, and the big winners of earnings season thus far.
19 Juli 201928min
Macrocast: Waving The Red Cape In Front Of The Treasury Market Bull
This week Tony, John, and Brendan discuss Fed Chair Jerome Powell's day on Capitol Hill, 2nd quarter earnings, and if the Treasury will intervene in the foreign exchange market.
12 Juli 201933min
Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report
The Macrocast celebrates the Independence Day weekend with an analysis of the BLS jobs report for June. Tony, Matt, and Brendan discuss how demographics are driving economic performance. Plus, we look...
5 Juli 201921min
Macrocast: Politicians: TV Stars With Opinions
In this episode, guest host and HPS partner Matt McDonald joins John and Brendan to preview this weekend's G20 Summit and discuss what market analysts (and the Fed) will be watching for in trade talks...
28 Juni 201931min
Macrocast: A Doveish Outlook From Europe
In this special episode of Macrocast, Tony joins from Brussels with John and Brendan in Washington, DC. This episode covers several international topics, including the possibility of a currency war, t...
21 Juni 201934min
