At the Intersection of
Markets & Policy

Insightful Analysis for a Broad Audience,
Directly to Your Inbox

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.

@MarketsPolicy

Political uncertainty and relief bill negotiations remain front and center. Peak earnings season moves up a spot, while Brexit negotiations enter at the fourth spot. Finally, OPEC struggles to support oil prices.
https://marketspolicy.com/five-minute-macro-10-19-2020/

HPS Partner Stacy Kerr joins us for a recap of the Fed’s asset purchases announcement, Brexit’s October 15th deadline, and the need for a stimulus bill before or after Election Day in a possible lame duck session.
https://www.hamiltonplacestrategies.com/podcasts/between-sleepy-and-maniacal/

FREE CONTENT

Morning Markets Brief 10-21-2020

Summary and Price Action Rundown Global risk assets are trading with a cautious tone this morning as investors continue to monitor US stimulus negotiations and digest mixed earnings reports. S&P 500 futures indicate a 0.2% lower open after the advanced 0.5% yesterday, upping the index’s year-to-date gain to 6.6%, which … Continue reading “Morning Markets Brief 10-21-2020”

Five Minute Macro 10-19-2020

Political uncertainty and relief bill negotiations remain front and center on investor’s minds. Peak earnings season moves up a spot, while Brexit negotiations enter at the fourth spot. Finally, OPEC struggles to support oil prices enters at the fifth spot.

SAMPLE PRO SUBSCRIPTION CONTENT

Afternoon Markets Brief 9-17-2020

Summary and Price Action Rundown US equities gave up early gains today as the Fed decision provided no new upside impetus and tech underperformance reemerged, while investors monitored fiscal stimulus headlines and soft retail data. The S&P 500 lost 0.5% today, retracing yesterday’s upside and paring its year-to-date gain to … Continue reading “Afternoon Markets Brief 9-17-2020”

Looking Ahead – Two Minute Drill 9-11-2020

Looking Ahead – Two Minute Drill The NFL season began last evening with an entertaining if uneven Thursday Night Football game between the Texans and the Super Bowl champion Chiefs in a partly filled Arrowhead Stadium, which provided sports fans with another encouraging step toward a semblance of normalcy. It … Continue reading “Looking Ahead – Two Minute Drill 9-11-2020”

Markets/Policy PRO Package

Gain an informational advantage with the enhanced briefing package, featuring additional intelligence and deeper context; and directly leverage the unique expertise of our team, with bespoke insights, viewpoints, and outlooks to allow decision-makers in the public and private sectors to focus on the issues that truly matter.

Includes:
– Morning Brief (8 am)
– Afternoon Brief (5 pm)
– Five Minute Macro (midday Monday)
– Looking Ahead (midday Friday)
– Market Viewpoint (Sunday)

PLUS! Real Time Coverage of Exceptional Volatility
PLUS! Access to principals for ad hoc inquiries

*Please inquire for flexible subscription pricing options

Advisory &
Consulting

READ MORE

Market Briefings
Directly to
Your Inbox

READ MORE

Training
Modules

READ MORE

Check out our Podcast

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