Macrocast by Forbes Tate Partners & Markets Policy Partners
Forbes Tate & Markets Policy Partners
84 episodes
1 week ago
This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. The conversation then turns to the fast-evolving world of AI, where policymakers, investors, and analysts are debating whether the sector’s rapid growth reflects genuine innovation or valuations that may be getting ahead of themselves. The hosts also take a look at the latest volatility in c...
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This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. The conversation then turns to the fast-evolving world of AI, where policymakers, investors, and analysts are debating whether the sector’s rapid growth reflects genuine innovation or valuations that may be getting ahead of themselves. The hosts also take a look at the latest volatility in c...
Breaking Down Powell’s Jackson Hole Address: Shifting Risks and the Fed’s Next Move
Macrocast by Forbes Tate Partners & Markets Policy Partners
18 minutes
3 months ago
Breaking Down Powell’s Jackson Hole Address: Shifting Risks and the Fed’s Next Move
This week on Macrocast, Ed Hill and Brendan Walsh break down Federal Reserve Chair Jerome Powell’s Jackson Hole address, where he noted the hiring slowdown and the visible effects of tariffs on consumer prices. The speech carried a dovish tilt, with Powell emphasizing the Fed’s data-dependent approach while opening the door to possible interest rate cuts. Looking ahead to next week, the team previews the Fed’s preferred price measures, consumer spending data, and European consumer senti...
Macrocast by Forbes Tate Partners & Markets Policy Partners
This week on the Macrocast, the team unpacks the end of the 43-day government shutdown—the longest in U.S. history—and what the government’s reopening could mean for markets and economic confidence. The conversation then turns to the fast-evolving world of AI, where policymakers, investors, and analysts are debating whether the sector’s rapid growth reflects genuine innovation or valuations that may be getting ahead of themselves. The hosts also take a look at the latest volatility in c...
