Macrocast: The Infrastructure Two-Step
Tony, John, and Brendan discuss the infrastructure deal and the two-step approach to an infrastructure package with the bipartisan agreement and reconciliation. The crew also talks through Federal Reserve Chair Powell’s comments on inflation and the conversation on tapering between the doves and hawks of the FOMC. Plus, they break down the latest on fiscal policy across the pond in Europe and take a look ahead to next week’s jobs report.
Gotham Research Group Joins Ballast Research, Hamilton Place Strategies, Flag Media Analytics, and alva
June 29, 2022