The Penta Podcast Channel is home to all of Penta's podcasts, including the Macrocast and What's At Stake: A Penta Podcast. The Macrocast, produced by Penta and Markets Policy Partners, features weekly insight and analysis on the latest macroeconomic trends. What's at Stake: a Penta Podcast features in-house experts and often special guests for analysis on the biggest issues shaping business and public policy.
On a bonus episode of the Macrocast, Tony, John, and Brendan discuss their career paths, how they ended up together, and why they set out to do the Macrocast. The gang also gives tips on where to get news and who to watch in macroeconomics, as well as a few good reads for the holiday break.
On the last Macrocast episode of 2019, Tony joins John and Brendan from New York City to discuss the year's biggest stories, including the crazy inverted yield curve and the Fed's series of rate hikes and cuts. The guys also preview what's to come in 2020 for USMCA, the U.S.-China trade agreement, and impeachment's effects on markets.
On this week's episode of the HPS Macrocast, Tony joins John and Brendan in D.C. to discuss the new U.S.-China trade deal and USMCA trade agreement. The gang also discusses the latest on Brexit after the UK general election, Christine Lagarde's first press conference as president of the European Central Bank, and what to expect before 2019 wraps up.
On this week's episode of the HPS Macrocast, Matt McDonald joins John Fagan and Brendan Walsh to make sense of new jobs numbers and what they mean for the broader U.S. economy. After talking through the importance of USMCA, the team discusses the intersection of markets and geopolitics with the latest on OPEC, Saudi Arabia, and Aramco's IPO.
On a Black Friday edition of the Macrocast, Tony, John, and Brendan talk with special guest Matt Dell Orfano about Black Friday and Cyber Monday's impact on the economy, what retailers are doing to navigate tariffs and a changing shopping landscape, and what the shortened shopping season might mean for sales. Plus, the team gives thanks for the Macrocast, and John gives thanks for Skechers.
On this week's episode, Tony joins John and Brendan in D.C. to discuss expectations for ongoing trade negotiations. The gang also tries to make sense of Fed Chairman Powell's meeting with President Trump, upcoming Fed activity, as well as market and economic expectations for 2020.
This week our favorite special guest, Matt McDonald, fills in for Tony and joins Brendan and John to talk about the growing optimism in markets and the expected impacts of the forthcoming "Phase One" trade deal. The gang also discusses global turmoil and its ramifications for markets, as well as how to make sense of domestic political activity on both impeachment and the 2020 presidential race.
This week, Tony, John, and Brendan were joined by special guest Ross DeVol, President & CEO of Heartland Forward, a new "think and do" tank focused on economic renewal in the American Heartland. They discussed the nuances of recent U.S.-China trade talks and how the pressures of globalization and trade are impacting markets and American communities. Ross shared his insights on how entrepreneurship, innovation, and young firms are impacting the Heartland in the changing economy, and the team ...
In the wake of a windy Halloween, Matt McDonald joins Tony, Brendan, and John for a deep dive into supernaturally good jobs figures, the hauntingly low prospects of US-China tariff rollbacks, and premonitions of upcoming trade data.
This week John, Brendan, and Tony are joined by special guest, Wall Street Journal White House Reporter Catherine Lucey, to discuss recent policy movement, impeachment, the 2020 election, and the Administration's impact on markets. Besides politics, the gang tackles Brexit, Q3 earnings, and important upcoming economic indicators.
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/2lYo1Mp Check out HPS' job opening for a Mid-Level Public Affairs Professional: https://jobs.lever.co/hamilto...
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.
"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.
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.
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.
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.
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.
