Podcast Episodes
Back to SearchSummer Inflation, Earnings, and the AI Heatwave
This week on the Macrocast, John Fagan is out, so Ed Hill and Brendan Walsh hold down the fort, breaking down the latest inflation data and what it c…
2 months, 1 week ago
July Jobs Report Rattles Markets
This week, the Macrocast team unpacks a July jobs report that missed expectations by a wide margin, with payrolls declining even as the unemployment …
2 months, 2 weeks ago
Dog Days of Summer and Earnings Season
This week, the Macrocast team examines the Federal Reserve's latest policy meeting, where Chair Kevin Walsh held rates steady while maintaining his s…
2 months, 3 weeks ago
Oil, Rates, and Earnings: This Week's Macro Crosscurrents
This week on the Macrocast, John Fagan and Ed Hill examine the renewed U.S.-Iran conflict and its effect on oil markets, with Brent crude climbing ab…
3 months ago
Consumer Confidence Meets Congress: This Week on the Macrocast
This week on the Macrocast, Brendan and Ed were joined by frequent guest John Dick of CivicScience to review his latest Economic Sentiment Index. Joh…
3 months, 1 week ago
The Fed's New Chapter, Middle East Tensions, and a Senate in Flux
This week on Macrocast, the team breaks down Chair Warsh's first moves at the helm of a divided FOMC and what the June meeting minutes reveal about t…
3 months, 2 weeks ago
Unpacking the Labor Slowdown and the Fed's New Playbook
This week on the Macrocast, the team analyzes the latest jobs report numbers, including labor market pressures and a surprising contraction in the le…
3 months, 3 weeks ago
Midsummer Slump: Tech Pulls Back, Inflation Sticks, and Congress Moves on Housing
Financial markets had a turbulent week, and the Macrocast team is sorting through the noise. Chip prices are climbing, semiconductor valuations look …
4 months ago
Summer Heat: Retail Booms, Housing Slumps, and a Hawkish Fed ft. John Dick
In this episode, Macrocast regular John Dick of CivicScience joins the team to unpack the latest consumer sentiment numbers. The Economic Sentiment I…
4 months, 1 week ago
Inflation, Blockbuster IPOs, and Soccer: All on Today's Episode
In this episode of the Macrocast, John, Brendan and Ed kick off with a discussion of this week's U.S. inflation data. The analyze both the CPI and PP…
4 months, 1 week ago