The Penta Podcast Channel

 In this edition of the Macrocast, HPS Partner Matt McDonald and SW4 Insights Founder Brai Odion-Esene join Tony, John, and Brendan to tackle the April jobs report and May FOMC meeting. Job creation is on "cruise control," with another month of steady growth, but wage growth has fallen behind rising prices. Check out the episode for why this trend might be good news for controlling inflation.

In today's Macrocast, Tony, John, and Brendan are joined by HPS' Meghan Pennington and CivicScience's John Dick to cover all things GDP. The group discusses the politics of the GDP,  the messaging challenges and political consequences the Democrats face, and how Q1's GDP number is a bigger reflection of how we calculate GDP, and not the broader economic environment. The group also discusses the gauntlet of technology earnings and this week's ESI report.Show Notes:Find the 2022 Q1 GDP calculation here.Read this week's ESI fact sheet here.

On today's episode of HPS Insights, host Bryan DeAngelis is joined by Stacy Kerr, Partner at HPS and former advisor to Speaker Pelosi, and Jonathan Graffeo, Managing Director at HPS and former Senate staffer, to discuss the political landscape leading into the 2022 midterm elections.The group discussed what might influence the outcome of the election, including inflation, immigration issues, and more. They then dive into predictions about whether or not Democrats will retain control of the House and Senate in November and messages we can expect to see from both parties.

On today's Macrocast, Tony and Brendan cover the latest market trends, focusing on the global energy market and challenges that arise when a country attempts to switch its energy source. The two also discuss international economic outlooks more broadly, centered on this week's International Monetary Fund and World Bank Spring Meetings and the release of the World Economic Outlook.  Plus, they share the highest priority issues emerging from the spring meetings.  Shownotes:Read more about the World Economic Outlook

In today's Macrocast, Tony, John, and Brendan tackle the latest inflation data, China's disastrous COVID policies, and Elon Musk's bid to buy Twitter. Most of all, the group discusses whether the U.S. is finally over the worst of core inflation. Supply chain challenges will persist, but could demand for goods cool down soon?Show Notes:-Read the latest Consumer Price Index (CPI) data here.-Read HPS' latest jobs day fact sheet here.

On this week's HPS Insights, we are bringing back a great conversation with Linda Goler Blount, the President & CEO of the Black Women's Health Imperative (BWHI), on BWHI's work to help protect and advance the health of Black women and women of color. Hosted by HPS Partner Stacy Kerr and Managing Director Kriston McIntosh, the group dives into the impact of COVID-19 on the Black community and the potential for future action to remove discriminatory barriers to accessing quality healthcare. 

On today's Macrocast, Tony Fratto and Brendan Walsh are joined by Ben Koltun, Director of Research at Beacon Policy Advisors, LLC, to discuss the state of reconciliation efforts in Congress and how—once again—Sens. Joe Manchin (D-WV) and Kyrsten Sinema (D-AZ) are at the center of it all. The crew also dives into recent news coming out of the Federal Reserve, which is looking to stick the landing between curbing inflation and averting a recession.Show Notes:Sen. Kyrsten Sinema (D-AZ) "throws cold water on BBB revival"Sen. Joe Manchin (D-WV) supported a $1.5 trillion topline Build Back Better figure with offsetsGovernor Lael Brainard's Federal Reserve speech on inflationWalmart to Pay First-Year Truck Drivers as Much as $110,000Upcoming Bank of Canada Interest Rate Announcement and Monetary Policy Report on 4/13

In today's episode of HPS Insights, HPS Partner Matt McDonald interviews Wall Street Journal Chief Economics Correspondent Nick Timiraos on his new book, "Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic–and Prevented Economic Disaster." In the episode, Nick explains how he used his reporting during the beginning of the COVID-19 pandemic and extensive interviews to write a book detailing how the Federal Reserve handled COVID-19 and the related economic tribulations.Through the lens of the book, Nick and Matt compare the economy in March 2020 to the financial crisis of 2008 and 2009. They also discuss the interactions between the Fed and Congress/other federal agencies, and explain how Chair Jerome Powell's leadership played a pivotal role in recovery. Interested in learning more? Get your copy of Nick's book at the link below.Show Notes:Purchase Nick Timiraos's book here.Read more about Nick and his work at the Wall Street Journal here.