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Macrocast: What's Spooking Markets? Oct 30, 2020

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On this week's Macrocast, HPS partners Stacy Kerr and Michael Steel join Tony, John, and Brendan to discuss the state of the Presidential and Congressional races and what different election results could mean for markets. Tony, John, and Brendan also dive into this week's economic data, taking a look at the noteworthy earnings calls, what newly released economic data shows about the state of the economy, and the impact the new COVID surge may have on businesses and markets.

Macrocast: A Function Of Hope And Fear Oct 23, 2020

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John Dick, CEO of CivicScience, joins Tony, John, and Brendan to discuss how a delayed stimulus package, pre-Election Day polling, and the prolonged pandemic are affecting consumer sentiment. The crew also talks about what's on consumers' minds heading into the holiday spending season before diving into next week's announcements about the U.S. and Eurozone's Q3 GDP, housing data, and new product announcements in tech.

Insights On 2020: The Final Presidential Debate Oct 23, 2020

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On the last episode in our series on the Presidential and Vice Presidential Debates, Senior Director Meghan Pennington is joined by Partners Michael Steel and Stacy Kerr to talk through the unusually calm final debate. They discuss how the moderator and muting changed the tone of the debate, the conversation on COVID, and what to expect in the final days before the election.

Macrocast: Stimulus Trick Or Stimulus Treat? Oct 16, 2020

Show notes

A new cast of characters joins this episode of the Macrocast. HPS Partner Matt McDonald is joined by HPS Partner Michael Steel and Senior Director Meghan Pennington, as well as Brendan Walsh from Markets Policy Partners, to discuss the speculation on a stimulus deal and what it means for markets. They talk through the dynamics in Congress and the election that are impacting the likelihood and scale of a stimulus package. Plus, the crew takes a look ahead at earnings next week.

Insights: The History And Future Of Freight Rail Regulation Oct 15, 2020

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HPS Partner Tucker Warren is joined by Ian Jefferies, President & CEO of the Association of American Railroads to discuss the 40-year anniversary of the Staggers Act and the dynamic and competitive industry fostered by this regulatory structure. The two discuss the important role freight rail plays in American society, the economic impact of the industry, and how freight rail has adapted amidst the COVID-19 pandemic and the rise of e-commerce.

Macrocast: Between Sleepy And Maniacal Oct 09, 2020

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HPS Partner Stacy Kerr joins Tony, John, and Brendan for a recap of the Fed's asset purchases announcement, Brexit's October 15th deadline, and the need for a stimulus bill before or after Election Day in a possible lame duck session. The crew also discusses Wednesday's VP debate and the likelihood of more debates before November 3rd, markets' reactions to the Senate races heating up across the country, campaign spending, and early voting enthusiasm.

Insights on 2020: The VP Debate Oct 08, 2020

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HPS Managing Director speaks with HPS Partners Michael Steel and Tucker Warren about the vice presidential debate, discussing the candidates' performance, the significance of vice president in this election, and how this debate may or may not shape the presidential election. They also provide a behind-the-scenes look at the debate preparation process and the difficult job each moderator faces.

Macrocast: A Big Fat Pitch Down The Middle Of The Plate Oct 02, 2020

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On this Jobs Day Friday, Matt joins Tony, John, and Brendan to discuss disappointing September jobs numbers, news of the House's passage of a $2.2 trillion stimulus bill, and how the remainder of the 2020 campaign cycle plays out with news of the President and First Lady's COVID-19 diagnosis. The crew also discusses the status of the Supreme Court nomination process, the likelihood of the Senate's passage of the stimulus bill before the weekend, and what's ahead next week.

Insights On 2020: The First Presidential Debate Sep 30, 2020

Show notes

HPS Managing Director Bryan DeAngelis speaks with HPS Partners Michael Steel and Stacy Kerr about the first presidential debate, if it mattered for voters, and if there will be another debate. With the election representing a referendum on President Trump, they discussed if his "style" was effective and if former Vice President Biden exceeded expectations. Plus, they preview the vice presidential debate and the likelihood of a stimulus package ahead of the election.

Macrocast: Still Need To Get To The Other Side Sep 25, 2020

Show notes

Tony Fratto and Markets Policy Partners reflect on Ruth Bader Ginsburg's legacy and what the Supreme Court vacancy means for the markets and the likelihood of another stimulus package. The crew also breaks down the Fed's latest monetary policy decisions and the shift to an average inflation target.

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