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Macrocast: Evergrande and U.S.-China Relations Sep 24, 2021

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On today's Macrocast, Tony, John, and Brendan are joined by former Treasury official Bob Dohner to discuss the consequences of the Evergrande debt crisis, its effects on Chinese domestic politics, the global economy, and U.S.-China relations. The group also looks ahead to next week's CPI numbers and the upcoming election in Germany.

Macrocast: Another Quiet Week in Washington Sep 17, 2021

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HPS Partner Stacy Kerr and John and Brendan from Markets Policy Partners talk through the debt ceiling, budget negotiations, and the latest news from China. Plus, the gang discusses takeaways from California's recall election.

Macrocast: The President Is Out Of Patience Sep 10, 2021

Show notes

Bryan, John, and Brendan are joined by John Dick of Civic Science to discuss the implications of Biden's new vaccination plan and what that means for job seekers and return to office plans. They also talk about inflation and its impact on consumer spending—including how long spending habits during the pandemic can go on, and the potential of warming relations between the US & China.

Macrocast: A Pretty Big Miss Sep 03, 2021

Show notes

On today's Macrocast, Matt McDonald and Market Policy Partners' John Fagan and Brendan Walsh discuss the broader economic implications of the disappointing August jobs data and China's recent heavy-handed anti-private sector activity.

Macrocast: Time to Take the Foot off the Gas? Aug 27, 2021

Show notes

On Today's Macrocast, Tony Fratto and Market Policy Partners' John Fagan and Brendan Walsh discuss regional FOMC Presidents' pushes to rollback quantitative easing measures as the economy recovers from the pandemic and as inflation increases. The group also discusses oil price fluctuations amidst perceived economic uncertainty.

Insights: A Conversation with White House Historical Association President Stewart McLaurin Aug 26, 2021

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In this edition of HPS Insights, HPS Partner Michael Steel sits down with Stewart McLaurin, President of the White House Historical Association and author of "James Hoban: Designer and Builder of the White House." Stewart and Michael discuss the work of the White House Historical Association and shed light on the story of James Hoban, an overlooked figure in American history whose legacy is known around the world.

Macrocast: Dog Days Of August Aug 20, 2021

Show notes

On this week's Macrocast, Tony, John, and Brendan share their thoughts on the state of consumer spending, potential Federal Reserve tapering, and recent corporate earnings. They also discuss economic developments in China and oil prices.

Macrocast: China, Compromise, & Climbing Prices Aug 13, 2021

Show notes

In this week's Macrocast, Tony, Brendan, and John discuss how the Chinese Communist Party is reacting to the global reach of their private sector companies. They also share their expectations for what's next on the infrastructure bill and upcoming changes in inflation.

Macrocast: July's Job Report and Delta Doubts Aug 06, 2021

Show notes

On today's Macrocast, HPS's Matt McDonald and Market Policy Partners' Brendan Walsh are joined by John Dick of CivicScience to discuss July's job report and economic prospects amidst uncertainty over the Delta variant.

Insights: Capitol Chatter: What Is Congress Tweeting? Aug 02, 2021

Show notes

In this edition of HPS Insights, Managing Directors Bryan DeAngelis and Andrea Christianson and Associates Maggie Wang and Koby Gordon discuss HPS' latest quarterly analysis of members of Congress' tweets. They touch on declining mentions of COVID-19, rising mentions of infrastructure, and who holds the title of most prolific congressional tweeter.

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