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Markets Policy Partners Macrocast: A Conversation with Logan Wright, Director of China Market Research at Rhodium Group

On this episode of the MPP Macrocast, we are joined by Logan Wright, Partner and Director of China Market Research at Rhodium Group. Logan provides h…

2 years, 5 months ago

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Markets Policy Partners Macrocast: State of the Consumer with John Dick of CivicScience

This week we are joined by John Dick of CivicScience to dig into their extensive survey data to gain insights into the state of the US consumer and t…

2 years, 5 months ago

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Markets Policy Macrocast: A Conversation with Justin Bernier, Co-Founder of National Security Index

On this week's Macrocast, we are joined by Justin Bernier, Co-Founder and CEO of National Security Index to discuss how he has structured his unique …

2 years, 5 months ago

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Markets Policy Partners Macrocast: Fed, Consumer, Inflation and Earnings with Matt Del Orfano

On this week's Macrocast we are joined by Matt Dell Orfano to discuss the recent macro data and its implications for the Fed and global markets. We a…

2 years, 5 months ago

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Markets Policy Partners Macrocast: Inflation Creates a Sticky Situation for the Fed

On this week's Macrocast John and Brendan discuss the latest inflation figures and what that means for the Fed as well as the kickoff of first quarte…

2 years, 6 months ago

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Markets Policy Partners Macrocast: Supply Chain Discussion with Loren Smith from Skyline Policy Risk Group

In this episode of the MPP Macrocast, we are joined by Loren Smith from the Skyline Policy Risk Group to discuss the key stressors impacting global s…

2 years, 6 months ago

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Markets Policy Partners Macrocast: Political Landscape with Declan Garvey from the Dispatch

This week we are joined by Declan Garvey from the Dispatch to discuss the overall political and economic landscape facing the country up to the elect…

2 years, 6 months ago

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Markets Policy Partners Macrocast: Survey Says! A deep dive into consumer attitudes with John Dick of Civic Science

In this installment of the MPP Macrocast, we are joined by our regular guest, the always insightful John Dick of Civic Science, to parse the signals …

2 years, 7 months ago

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Markets Policy Partners Macrocast: US Dollar Dominance: Durable or Doubtful? A conversation with Steve Kamin (AEI) and Mark Sobel (OMFIF)

Season 1 Episode 2

This week we are joined with Steve Kamin (AEI) and Mark Sobel (OMFIF) to discuss their paper on the future of the US dollar. We also discuss their ou…

2 years, 7 months ago

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Markets Policy Partners Macrocast: A Higher for Longer Fed

Season 1 Episode 1

This week we are joined by Brai Valerio-Esene, Founder, SW4 Insights. We go through the recent inflation data and its limitations. Finally, the crew …

2 years, 7 months ago

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