The Penta Podcast Channel

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.

"Slow August" has not been the case so far this month. Tony, John, and Brendan discuss the inverted yield curve and the difficult job of the Treasury debt management team; U.S. consumers staying strong; U.S.-China trade issues; and a look ahead at the Jackson Hole Economic Symposium next week. 

Tony, John, and Brendan discuss the ongoing trade dispute between China and the United States; domestic and international growth and monetary policy; and the impact of recent earnings reports on markets.

With Brendan away, HPS' Matt McDonald joins Tony and John on this week's HPS Macrocast. In the first segment, the guys deep-dive on Jobs Day numbers, take a look at wage growth, and discuss global and domestic manufacturing performance. In the second segment, Tony, John, and Matt give their reaction to the Fed's decision to cut rates and President Trump's threat of new tariffs on China.

In a jam-packed show, Tony, John, and Brendan discuss the global economy, the Fed’s focus on the yield curve, equity markets, and competition in the tech sector.

In this week's episode, Tony, John, and Brendan discuss dovish interest rate outlooks across the globe, how the U.S.' strong dollar days might be over, and the big winners of earnings season thus far.

This week Tony, John, and Brendan discuss Fed Chair Jerome Powell's day on Capitol Hill, 2nd quarter earnings, and if the Treasury will intervene in the foreign exchange market.