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Latest Episodes:

Macrocast: How The Grinch Stole Jobs Day Dec 06, 2019

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On this week's episode of the HPS Macrocast, Matt McDonald joins John Fagan and Brendan Walsh to make sense of new jobs numbers and what they mean for the broader U.S. economy. After talking through the importance of USMCA, the team discusses the intersection of markets and geopolitics with the latest on OPEC, Saudi Arabia, and Aramco's IPO.

Macrocast: Doorbusters Or Bust Nov 29, 2019

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On a Black Friday edition of the Macrocast, Tony, John, and Brendan talk with special guest Matt Dell Orfano about Black Friday and Cyber Monday's impact on the economy, what retailers are doing to navigate tariffs and a changing shopping landscape, and what the shortened shopping season might mean for sales. Plus, the team gives thanks for the Macrocast, and John gives thanks for Skechers.

Macrocast: Trade, Fed, And The Economy: What To Expect Nov 22, 2019

Show notes

On this week's episode, Tony joins John and Brendan in D.C. to discuss expectations for ongoing trade negotiations. The gang also tries to make sense of Fed Chairman Powell's meeting with President Trump, upcoming Fed activity, as well as market and economic expectations for 2020.

Macrocast: Recession Risk In The Rearview Mirror? Nov 15, 2019

Show notes

This week our favorite special guest, Matt McDonald, fills in for Tony and joins Brendan and John to talk about the growing optimism in markets and the expected impacts of the forthcoming "Phase One" trade deal. The gang also discusses global turmoil and its ramifications for markets, as well as how to make sense of domestic political activity on both impeachment and the 2020 presidential race.

Macrocast: He Said, Xi Said feat. Ross DeVol Nov 08, 2019

Show notes

This week, Tony, John, and Brendan were joined by special guest Ross DeVol, President & CEO of Heartland Forward, a new "think and do" tank focused on economic renewal in the American Heartland. They discussed the nuances of recent U.S.-China trade talks and how the pressures of globalization and trade are impacting markets and American communities. Ross shared his insights on how entrepreneurship, innovation, and young firms are impacting the Heartland in the changing economy, and the team took a look ahead at next week's economic data.

Learn more about Heartland Forward: https://heartlandforward.org/

Macrocast: Tricks and Treats in the Labor Market Nov 01, 2019

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In the wake of a windy Halloween, Matt McDonald joins Tony, Brendan, and John for a deep dive into supernaturally good jobs figures, the hauntingly low prospects of US-China tariff rollbacks, and premonitions of upcoming trade data.

Macrocast: Politics and Markets ft. Catherine Lucey Oct 25, 2019

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This week John, Brendan, and Tony are joined by special guest, Wall Street Journal White House Reporter Catherine Lucey, to discuss recent policy movement, impeachment, the 2020 election, and the Administration's impact on markets. Besides politics, the gang tackles Brexit, Q3 earnings, and important upcoming economic indicators.

Macrocast: The Trade War in Asia ft. Ahmed Saeed Oct 18, 2019

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With the World Bank and IMF Annual Meetings ongoing, Ahmed Saeed, Vice President of Operations at the Asian Development Bank, joined the Macrocast this week to discuss how the US-China trade war is affecting emerging markets in Asia, along with a look into the unique ways multilateral development banks can address economic issues facing middle-income countries. Then, Tony, John, and Brendan discuss the latest on Brexit and the start of an unexpectedly positive earnings season.

Macrocast: Where Do China And The US Go From Here? Oct 11, 2019

Show notes

On this week's episode of the Macrocast, Tony, John, and Brendan dive into some of the most pressing geopolitical issues. From trade negotiations, to the NBA, to how companies are coping with increased Chinese censorship, they break down what U.S.-China tensions mean for markets.

Insights: On The Impeachment Inquiry Oct 07, 2019

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As impeachment dominates news coverage and conversations in Washington, DC and across the country, HPS Partners Stacy Kerr and Michael Steel joined Managing Director Bryan DeAngelis for a special edition of the HPS Macrocast to answer how impeachment will impact the Congressional legislative agenda and the 2020 campaign cycle.

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