Episode Details

This week on the Macrocast, the team breaks down a hotter-than-expected inflation report, driven largely by gasoline. They look at how higher costs are reaching consumers, why retail sales outside of gas are softening, and what it means for the Fed's October decision. 

The conversation also covers market volatility, a Treasury rally, and how high capital costs are weighing on AI. The team reviews mixed bank earnings, considers midterm regulatory risks for AI and data centers, and touches on Tesla's Roadster reveal before looking ahead to a quieter week for data. 

For more about the hosts, please see below:

FTP

Markets Policy Partners