Macrocast by Forbes Tate Partners & Markets Policy Partners
Forbes Tate & Markets Policy Partners
84 episodes
5 days 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...
Fed Pressure, Chip Tensions, and Congress’s Fall Agenda
Macrocast by Forbes Tate Partners & Markets Policy Partners
35 minutes
2 months ago
Fed Pressure, Chip Tensions, and Congress’s Fall Agenda
This week on Macrocast, the team discusses potential rate cuts from the Fed and growing political pressure on the central bank—highlighting the potential removal of Fed Governor Lisa Cook and Chair Powell’s upcoming 2026 term expiration. They also explore NVIDIA’s relationship with China, tensions over rare earth metals, and the impact of tariffs on market sensitivity. With Congress returning to session, the episode previews the looming government funding deadline and the National Defen...
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...
