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.

Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.