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Macrocast: "Anything Could Happen" Oct 04, 2019

Show notes

On this week's Macrocast, John and Brendan are joined by special guest Matt McDonald to make sense of this week's jumbled economic data, including the new jobs report, the IPO market impact, upcoming Fed activity, and the current political chaos' effect on the markets.

Macrocast: Does Impeachment Matter For Markets? Sep 27, 2019

Show notes

On the heels of a busy week, Tony, John, and Brendan discuss new economic data and fiscal policy discussions, the ins and outs of impeachment, and how it might impact markets. Plus, a look ahead at next week's full slate of economic data, including U.S. jobs day.

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Macrocast: "All I Got Was $65 A Barrel!" Sep 20, 2019

Show notes

This week, John and Brendan are joined by HPS Partner Michael Steel for a lively discussion of monetary and fiscal policy, oil prices in the wake of attacks on Saudi infrastructure, and how companies are navigating global trade uncertainty.

Macrocast: The Tom Brady Of Central Bank Governors Sep 13, 2019

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On the first-ever Friday the 13th episode of the Macrocast, Tony, John, and Brendan discuss Mario Draghi's recent quantitative easing move and his legacy at the ECB, equity rotation, oil markets, and a look ahead at next week's FOMC meeting. Plus, Tony talks Hamilton Place Strategies' upcoming 10 year anniversary celebration and how the company came to be.

Macrocast: A Series Of Fortunate Events Sep 06, 2019

Show notes

On this week's Macrocast, Tony, John, and Brendan react to Friday's jobs numbers and how the markets are consuming them. They then dive into a "series of fortunate events" -- the Hong Kong extradition bill withdrawal, Brexit repudiations, and more -- that have alleviated some market fears, before taking a look ahead to upcoming ECB policy decisions and consumer sentiment data.

Macrocast: BoJo's Big Week Aug 30, 2019

Show notes

Tony, John, and Brendan lead with a discussion of sovereign debt pricing that spans four continents; they discuss how markets priced in UK Prime Minister Boris Johnson's suspension of Parliament ahead of the Brexit deadline; and they analyze some recent interpretations of the Federal Reserve's mandate and independence. Plus, a look ahead to manufacturing, monetary, and jobs updates in the week ahead.

Macrocast: Jerome Powell's History Lesson Aug 23, 2019

Show notes

With John out of town, HPS partner Matt McDonald joins Tony and Brendan as they discuss Chairman Powell's speech from Jackson Hole and what it means for markets; the U.S.-China trade standoff and how politics play a role; and a look ahead at European data.

Macrocast: The Crazy Inverted Yield Curve Show Aug 16, 2019

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"Slow August" has not been the case so far this month. Tony, John, and Brendan discuss the inverted yield curve and the difficult job of the Treasury debt management team; U.S. consumers staying strong; U.S.-China trade issues; and a look ahead at the Jackson Hole Economic Symposium next week.

Macrocast: Just the Right Amount of Wrong Aug 09, 2019

Show notes

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 markets.

Macrocast: The Summer Economic Cliffhanger Aug 02, 2019

Show notes

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 domestic manufacturing performance. In the second segment, Tony, John, and Matt give their reaction to the Fed's decision to cut rates and President Trump's threat of new tariffs on China.

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