At the Intersection of
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Our mission is to provide sophisticated financial market analysis that is independent, accessible, and actionable for a broad public and private sector audience. We are seeking to widen and deepen the communication channels between the policy community and global financial markets, thereby facilitating more informed policymaking and allocation of public and private resources.

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We hosted an interview with Anthony Pompliano of the Pomp Podcast for his unmatched perspective on the power of human ingenuity. Pomp has posted over 1,157 podcast interviews and has met with a very impressive array of entrepreneurs and thought leaders. Pomp says growth in prosperity is intact! Economic growth is more likely to accelerate from here than it is to regress to an historically lower norm. Why? Because we are a nation of competitors even though the complainers get the headlines, and these forces are now global as well. Technology and venture capital have transformed the ability for anyone with an idea anywhere in the world to take on and overpower established incumbents, from corporations to governments. And the technology continues to improve.

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Morning Markets Brief 2-13-2023

Summary and Price Action Rundown Global risk assets were mixed overnight as sentiment steadies ahead of tomorrow’s potentially pivotal US inflation figures. S&P 500 futures are pointing to a slightly higher open after the index recouped early losses on Friday to gain 0.2% and pare the week’s losses to 1.1%, … Continue reading “Morning Markets Brief 2-13-2023”

Five Minute Macro 2-12-2024

Fed pushback on early cuts begins to take traction as 4th quarter earnings remain broadly positive. Key US data is due this week while Chinese assets continue to whipsaw amid property stresses. Finally, oil prices continue to grind higher as geopolitical risks remain elevated.

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Afternoon Markets Brief 2-10-2023

Summary and Price Action Rundown US equities were mixed and Treasuries remained under pressure as economic uncertainty deepens ahead of next week’s consequential US inflation, retail sales, and industrial production data. The S&P 500 recouped early losses to gain 0.2% today, upping its gain on the year to 6.5%, though … Continue reading “Afternoon Markets Brief 2-10-2023”

Looking Ahead – More Than Words

January’s blowout US nonfarm numbers roiled Treasury markets and halted the 2023 stock market rally in its tracks, and although markets steadied in the middle of this week, traders began to look to next week’s US Consumer Price and Produce Price Index prints with genuine concern. Last month’s jobs data … Continue reading “Looking Ahead – More Than Words”

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