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Latest Episodes:

Macrocast: Neither Going Big Nor Going Home Jul 26, 2019

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In a jam-packed show, Tony, John, and Brendan discuss the global economy, the Fed’s focus on the yield curve, equity markets, and competition in the tech sector.

Macrocast: A Strong Dollar Policy No More? Jul 19, 2019

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In this week's episode, Tony, John, and Brendan discuss dovish interest rate outlooks across the globe, how the U.S.' strong dollar days might be over, and the big winners of earnings season thus far.

Macrocast: Waving The Red Cape In Front Of The Treasury Market Bull Jul 12, 2019

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This week Tony, John, and Brendan discuss Fed Chair Jerome Powell's day on Capitol Hill, 2nd quarter earnings, and if the Treasury will intervene in the foreign exchange market.

Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report Jul 05, 2019

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The Macrocast celebrates the Independence Day weekend with an analysis of the BLS jobs report for June. Tony, Matt, and Brendan discuss how demographics are driving economic performance. Plus, we look ahead to the latest news on leadership of the ECB, and next week’s testimony from Jerome Powell.

Macrocast: Politicians: TV Stars With Opinions Jun 28, 2019

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In this episode, guest host and HPS partner Matt McDonald joins John and Brendan to preview this weekend's G20 Summit and discuss what market analysts (and the Fed) will be watching for in trade talks between President Trump and China's Xi Jinping. They then turn to politics, recapping the Democratic debate doubleheader and examining whether and how markets are baking in political risk.

Macrocast: A Doveish Outlook From Europe Jun 21, 2019

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In this special episode of Macrocast, Tony joins from Brussels with John and Brendan in Washington, DC. This episode covers several international topics, including the possibility of a currency war, the Italian lira, and Facebook's new Libra.

Macrocast: "Rate Cuts Are Like Potato Chips - You Can't Have Just One" Jun 14, 2019

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This week, Tony, John and Brendan discuss how inflation and oil prices are affecting market activity -- with a special preview to next week's episode live from Europe.

Macrocast: Dark Cloud/Silver Lining Jun 07, 2019

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This week, Tony, John and Brendan discuss the newest jobs day report and how markets are reacting to the impending tariffs on Mexico. Plus, how will trade negotiations play a role at the upcoming G20 summit?

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