This week on The Macrocast, the team is joined by Trevor Hanger of Forbes Tate Partners, to discuss the surge in AI investment, what it means for markets, and where the broader economy may be headed as technology, policy, and market momentum continue to collide.
This episode dives into broader economic outlook, including market expectations under the Trump administration, speculation around future Federal Reserve leadership, and the growing debate over how AI could reshape the workforce and whether policy is prepared for that shift.
Plus, a look ahead at key data and events, including upcoming Federal Reserve remarks, delayed retail sales, and the latest jobs report, all of which could influence markets in the weeks ahead.
For more about the hosts, please see below:
