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Macrocast: The Unbreakable Buck Mar 25, 2022

Show notes

In today's episode, veteran U.S. Treasury official Mark Sobel joins Tony, John, and Brendan to unpack the growing concerns around dollar dominance. The group discussed why dollar dominance is here to stay, sanctions' impact on its power, why other currencies like China's RMB don't pose a threat to the dollar's global role, as well as behind the scenes insights on why the Fed won't be making any statements on the dollar anytime soon.

Show Notes:

Mark Sobel is U.S. Chairman at the Official Monetary And Financial Institutions Forum (OMFIF). A veteran U.S. Treasury official, Mark has been at the forefront of international financial diplomacy for two decades, serving as the Treasury Deputy Assistant Secretary for international monetary and financial policy and representing the US. on the International Monetary Fund executive board. Check out his bio and Twitter.

OMFIF is an independent think tank for central banking, economic policy and public investment, providing a neutral platform for public and private sector engagement worldwide.

OMFIF: Website and Twitter
Mark Sobel's Article:Russia sanctions, the renminbi and the dollar’s future: The Red Herring Returns

Insights: Russia's Invasion of Ukraine: The View From D.C. Mar 21, 2022

Show notes

On this episode of HPS Insights, Managing Director and in-house Russia expert Stratton Kirton is joined by fellow Managing Director and former Senate Appropriations Committee staffer Jonathan Graffeo to discuss the various impacts of Russia's invasion of Ukraine. They touch on energy market volatility, congressional Ukraine aid in the recent Omnibus bill, the impact of sanctions, and more. Tune in!
Show Notes:

Historic Context And Economic Background Of Russia's War On Ukraine, Stratton Kirton and Jessica Soforenko, Hamilton Place Strategies
Senate Passes $1.5 Trillion Spending Bill That Includes Aid for Ukraine, Siobhan Hughes and Teresa Mettela, The Wall Street Journal
What’s the historic connection between high oil prices and recession?, Samantha Fields, Marketplace
Guest Biographies:
- Stratton Kirton, Managing Director, Hamilton Place Strategies
- Jonathan Graffeo, Managing Director, Hamilton Place Strategies

Macrocast Madness: Was A Rate Hike In Your Bracket? Mar 18, 2022

Show notes

In today's episode of the Macrocast, Tony, John, and Brendan are joined by special guest Brai Odion-Esene, HPS alum and founder of SW4 Insights, a D.C.-based advisory firm providing intelligence and strategic counsel. The group chats about recent Federal Open Market Committee developments and some of the relevant stakeholders and factors that impact Fed decision making. In the second half of the episode, the conversation shifts towards recent market impacts resulting from sanctions on Russia; particularly in the nickel and wheat markets.

Show notes:

Macrocast Special Edition: Macrocast Live With Victoria Guida (Politico), Nathan Sheets (Citi), and Jim Pethokoukis (AEI) Mar 16, 2022

Show notes

On the first edition of Macrocast Live, Tony, John, and Brendan are joined by three economic policy experts with decades of experience watching markets: Victoria Guida of Politico, Jim Pethokoukis of AEI, and Nathan Sheets of Citi. They discuss inflation dynamics, future Fed actions, and the impact of geopolitical turmoil on the global economy. This is an episode you do not want to miss!

Show Notes:

Jim's Substack: Faster, Please!
Jim's Twitter: @JimPethokoukis
Victoria's Twitter: @vtg2
Victoria's Latest Work From Politico
Guest Biographies
- Victoria Guida: Economics reporter covering the Federal Reserve, Treasury, and broader economy for Politico. Victoria has spent her Washington career writing about bank regulations, monetary policy, and trade negotiations.
- Jim Pethokoukis: The Dewitt Wallace Fellow at the American Enterprise Institute, where he writes and edits the AEIdeas blog, hosts a weekly podcast, "Political Economy with James Pethokoukis," and writes the substack Faster, Please!
- Nathan Sheets: Citi's Global Chief Economist, where he oversees the global economics team and leads research across all areas of economics. During the Obama administration, Sheets served as Undersecretary of the U.S. Treasury for International Affairs.

Crypto Convos: Better to Be Lucky Than Good Mar 14, 2022

Show notes

On the newest episode of HPS' Crypto Convos, HPS Partner and series host Bryan DeAngelis is joined by Aaron Klein, senior fellow in Economic Studies at the Brookings Institution, focused on financial technology, financial regulation, and more.

Bryan and Aaron unpack President Biden's new executive order on digital assets and discuss the importance of crypto and digital financial assets to cross-border remittances. The pair also look ahead to the future of commercial and central bank digital currencies (CBDCs) and how crypto is changing the nature of war, as evidenced by its role in the Ukraine conflict.

Show Notes:

Macrocast: Consumer Confidence in the Tank Mar 11, 2022

Show notes

On today's Macrocast, John Dick from CivicScience joins Tony and John Fagan to discuss the latest economic sentiment reading. The conflict in Ukraine is threatening to drag the consumer outlook to a new low, eclipsing the pandemic as consumers' primary concern. Plus, the group contrasts how the U.S. and Europe are weathering the dual crises of inflation and Ukraine.

Read the latest economic sentiment index update here.

Read more insights from CivicScience here.

Insights: A Conversation with Emily David Hershman Mar 08, 2022

Show notes

In today's episode of HPS Insights, Bryan DeAngelis interviews his good friend and Director of Engagement & Special Projects for Delaware Governor John Carney, Emily David Hershman. Bryan and Emily dive deep into how states like Delaware have managed the pandemic over the past two years, coordinated with other states and the federal government, and worked to develop lasting trust in statewide institutions. Follow Emily on Twitter (@emdave3)and check out more details in the show notes below!

Show Notes:

Macrocast: The Last Simple Jobs Report For A While Mar 04, 2022

Show notes

On this week's episode of the Macrocast, Tony and Brendan are joined by HPS Partner Matt McDonald to discuss the strong February jobs report. They also debate the impact of Russia's invasion of Ukraine on inflation dynamics, supply chains, U.S.-China relations, and Europe. Tune in for a recap of a busy week around the world.
Show Notes:
February Jobs Report Fact Sheet (From Hamilton Place Strategies)
February's Jobs Report (From the Bureau of Labor Statistics)

Insights: Dissecting the State of the Union Mar 02, 2022

Show notes

In this edition of HPS Insights, Tony Fratto hosts HPS Managing Directors and Hill alums Jonathan Graffeo and Kriston McIntosh for a discussion on President Biden's State of the Union address. The group evaluates the President's efforts to build unity around Ukraine, the pandemic, the remnants of BBB, and more.

Read the full transcript of the State of the Union address here.

Find Jonathan Graffeo's bio here.

Find Kriston McIntosh's bio here.

Macrocast: Unpacking the Crisis in Ukraine Feb 25, 2022

Show notes

In today's episode, HPS Managing Director and Russia expert Stratton Kirton joins Bryan, John, and Brendan to discuss Russia's invasion of Ukraine and its economic implications. Stratton breaks down the latest sanctions on Russia and how they'll impact Putin's strategic calculus and global markets. The group also looks ahead to how central banks may respond to the crisis, with the next Fed meeting set for early March.

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