Cover image of show Macrocast by FTP & Markets Policy Partners

Macrocast by FTP & Markets Policy Partners

Podcast by FTP & Markets Policy Partners

English

Business

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About Macrocast by FTP & Markets Policy Partners

A pod at the intersection of financial markets and government policy

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110 episodes

episode Iran Deal Hopes, Fed Headwinds, and the AI Trade artwork

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 possible reopening of the Strait of Hormuz could ease inflation pressures and influence Treasury yields. They also discussed the challenges facing incoming Fed Chair Kevin Warsh as the Fed continues to navigate sticky inflation and a still-hawkish policy backdrop. The episode also explored rising concerns around the AI trade, tech stock concentration, and whether the broader market rally may be starting to lose momentum. Ed shared updates from Capitol Hill, including bipartisan efforts to reform college athletics, while the team previewed upcoming May jobs data that could play a key role in shaping the Fed’s next moves. For more about the hosts, please see below:  Forbes Tate Partners [https://forbes-tate.com/] Markets Policy Partners [https://marketspolicy.com/]

29 May 2026 - 37 min
episode The Macro Picture: China, Rates, and Healthcare ft. Special Guest Barrett Thornhill artwork

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.  China’s biotech boom is front and center, with more than half of global clinical trials now coming out of China. A faster, lower-cost regulatory system is driving that shift and forcing a rethink of how drug development competes globally. Barrett unpacks what this means for U.S. pharma, FDA reform pressure, and who leads innovation going forward. The group also covers China’s growing role in pharmaceutical manufacturing, and the macro forces behind it all, from interest rates and valuations to mounting pressure on U.S. healthcare spending. For more about the hosts, please see below:  Forbes Tate Partners [https://forbes-tate.com/] Markets Policy Partners [https://marketspolicy.com/]

22 May 2026 - 41 min
episode Jobs Friday, Oil Pressure Builds, and the Next Inflation Signal artwork

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 continued labor market strength and market expectations around growth and policy. The discussion then turns to rising geopolitical tensions between Iran and the U.S. and the resulting pressure on oil prices, inflation dynamics, and energy sensitive sectors. The episode also covers key policy developments including potential changes in Fed leadership, emerging Senate efforts on crypto regulation, and growing concerns around proposed AI oversight frameworks. The team closes with a preview of next week’s major data releases including CPI, PPI, and retail sales, and what they may indicate about inflation trends and the Federal Reserve’s policy path. For more about the hosts, please see below:  Forbes Tate Partners [https://forbes-tate.com/] Markets Policy Partners [https://marketspolicy.com/]

8 May 2026 - 33 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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