Podcast Episodes

Jobs Friday, Shifting Markets, and What Comes Next

In this episode of the Macrocast, John, Brendan, and Ed break down a surprisingly strong jobs report and what it is doing to expectations for markets…

4 months, 3 weeks ago

Iran Deal Hopes, Fed Headwinds, and the AI Trade

This week on the Macrocast, the team broke down the market’s reaction to potential Iran deal developments, exploring how lower oil prices and a possi…

4 months, 3 weeks ago

The Macro Picture: China, Rates, and Healthcare ft. Special Guest Barrett Thornhill

The Macrocast this week turns to healthcare and biotech with special guest Barrett Thornhill of FTP joining John Fagan, Ed Hill, and Brendan Walsh. 

C…

5 months ago

Markets, Mobility, and Economic Sentiment

This week on the Macrocast, the team is joined by John Dick of CivicScience to discuss a surprising rebound in the Economic Sentiment Indicator (ESI)…

5 months, 1 week ago

Jobs Friday, Oil Pressure Builds, and the Next Inflation Signal

This week on the Macrocast, the team breaks down a stronger than expected April jobs report showing 115,000 new jobs and what it suggests about conti…

5 months, 2 weeks ago

Powell's Unconventional Exit, Warsh's Entry, and the Near-Term Fed Outlook

This week on Macrocast, the team examines Fed Chair Powell’s decision to remain beyond his tenure as chair and what it means for Fed independence as …

5 months, 3 weeks ago

Groundhog Day Markets, Iran Tensions, and What’s Next

This week on the Macrocast, the team digs into the latest economic data and what it is signaling for the broader outlook, though as they joke, it is …

6 months ago

Inflation, AI, and the Market Pulse with Special Guest John Dick

This week on the Macrocast, the whole team, with special guest John Dick returning, breaks down the latest inflation data and what it signals for the…

6 months, 1 week ago

Inflation, Energy Shocks, and a Busy Week of Economic Data

This week on the Macrocast, John Fagan and Brendan Walsh discuss a busy stretch of economic data coming out this week, along with key developments in…

6 months, 2 weeks ago

Spring Outlook: Inflation, the Fed, and Iran

This week on the Macrocast, John Fagan is joined by special guest Trevor Hanger to examine the outlook for the U.S. economy as markets balance resili…

6 months, 3 weeks ago