Fed Pressure, Chip Tensions, and Congress’s Fall Agenda

This week on Macrocast, the team discusses potential rate cuts from the Fed and growing political pressure on the central bank—highlighting the potential removal of Fed Governor Lisa Cook and Chair Powell’s upcoming 2026 term expiration. They also explore NVIDIA’s relationship with China, tensions over rare earth metals, and the impact of tariffs on market sensitivity. With Congress returning to session, the episode previews the looming government funding deadline and the National Defense Authorization Act. Wishing everyone a happy Labor Day weekend from the Macrocast team! For more about the hosts, please see below: Forbes Tate PartnersMarkets Policy Partners