The Penta Podcast Channel

Penta Group
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Jul 5, 2019 • 22min

Macrocast: Happy Birthday, America! A July Fifth Jobs Day Report

The Macrocast celebrates the Independence Day weekend with an analysis of the BLS jobs report for June. Tony, Matt, and Brendan discuss how demographics are driving economic performance. Plus, we look ahead to the latest news on leadership of the ECB, and next week’s testimony from Jerome Powell.
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Jun 28, 2019 • 31min

Macrocast: Politicians: TV Stars With Opinions

In this episode, guest host and HPS partner Matt McDonald joins John and Brendan to preview this weekend's G20 Summit and discuss what market analysts (and the Fed) will be watching for in trade talks between President Trump and China's Xi Jinping. They then turn to politics, recapping the Democratic debate doubleheader and examining whether and how markets are baking in political risk.
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Jun 21, 2019 • 35min

Macrocast: A Doveish Outlook From Europe

In this special episode of Macrocast, Tony joins from Brussels with John and Brendan in Washington, DC. This episode covers several international topics, including the possibility of a currency war, the Italian lira, and Facebook's new Libra.
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Jun 14, 2019 • 29min

Macrocast: "Rate Cuts Are Like Potato Chips - You Can't Have Just One"

This week, Tony, John and Brendan discuss how inflation and oil prices are affecting market activity -- with a special preview to next week's episode live from Europe.
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Jun 7, 2019 • 30min

Macrocast: Dark Cloud/Silver Lining

This week, Tony, John and Brendan discuss the newest jobs day report and how markets are reacting to the impending tariffs on Mexico. Plus, how will trade negotiations play a role at the upcoming G20 summit? 

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