The Penta Podcast Channel

With the World Bank and IMF Annual Meetings ongoing, Ahmed Saeed, Vice President of Operations at the Asian Development Bank, joined the Macrocast this week to discuss how the US-China trade war is affecting emerging markets in Asia, along with a look into the unique ways multilateral development banks can address economic issues facing middle-income countries. Then, Tony, John, and Brendan discuss the latest on Brexit and the start of an unexpectedly positive earnings season.

On this week's episode of the Macrocast, Tony, John, and Brendan dive into some of the most pressing geopolitical issues. From trade negotiations, to the NBA, to how companies are coping with increased Chinese censorship, they break down what U.S.-China tensions mean for markets.

As impeachment dominates news coverage and conversations in Washington, DC and across the country, HPS Partners Stacy Kerr and Michael Steel joined Managing Director Bryan DeAngelis for a special edition of the HPS Macrocast to answer how impeachment will impact the Congressional legislative agenda and the 2020 campaign cycle. 

On this week's Macrocast, John and Brendan are joined by special guest Matt McDonald to make sense of this week's jumbled economic data, including the new jobs report, the IPO market impact, upcoming Fed activity, and the current political chaos' effect on the markets. 

On the heels of a busy week, Tony, John, and Brendan discuss new economic data and fiscal policy discussions, the ins and outs of impeachment, and how it might impact markets. Plus, a look ahead at next week's full slate of economic data, including U.S. jobs day.Listen to Clover's Healthy Aging podcast here on Apple podcasts: https://apple.co/2kMyOcv, and here on Google: https://bit.ly/2lYo1MpCheck out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/hamiltonps/a2fb2201-75a1-4a48-8c31-6caa024bd04d

This week, John and Brendan are joined by HPS Partner Michael Steel for a lively discussion of monetary and fiscal policy, oil prices in the wake of attacks on Saudi infrastructure, and how companies are navigating global trade uncertainty.

On the first-ever Friday the 13th episode of the Macrocast, Tony, John, and Brendan discuss Mario Draghi's recent quantitative easing move and his legacy at the ECB, equity rotation, oil markets, and a look ahead at next week's FOMC meeting. Plus, Tony talks Hamilton Place Strategies' upcoming 10 year anniversary celebration and how the company came to be.

On this week's Macrocast, Tony, John, and Brendan react to Friday's jobs numbers and how the markets are consuming them. They then dive into a "series of fortunate events" -- the Hong Kong extradition bill withdrawal, Brexit repudiations, and more -- that have alleviated some market fears, before taking a look ahead to upcoming ECB policy decisions and consumer sentiment data.

Tony, John, and Brendan lead with a discussion of sovereign debt pricing that spans four continents; they discuss how markets priced in UK Prime Minister Boris Johnson's suspension of Parliament ahead of the Brexit deadline; and they analyze some recent interpretations of the Federal Reserve's mandate and independence. Plus, a look ahead to manufacturing, monetary, and jobs updates in the week ahead.

With John out of town, HPS partner Matt McDonald joins Tony and Brendan as they discuss Chairman Powell's speech from Jackson Hole and what it means for markets; the U.S.-China trade standoff and how politics play a role; and a look ahead at European data.