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Whitfield Macrohosted by James Whitfield
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Q3 Market Outlook: Rates, Tariffs, and the Dollar

Tuesday, July 14 · 11:00 AM ET · 214 registered · starts in 2 days
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Episodes
EpisodeDateRegisteredAttendedStatus
June Client Briefing: The Fed's Corner
48 min · 6 questions answered
Jun 10189121Ready to reviewReview & publish
Special: Tariff Shock Scenarios
39 min · 9 questions answered
May 22243158PublishedView report
Q2 Market Outlook: Soft Landing, Hard Questions
52 min · 11 questions answered
Apr 14201139PublishedView report

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DashboardEventsAudienceReplaysReportsSettings
Whitfield Macrohosted by James Whitfield
Replays / June Client Briefing
Ready to reviewPreviewPublish replay
How it went
189
Registered
+12% vs last episode
121
Attended live
64% show rate
41 min
Avg. listening time
85% of runtime
6
Questions answered
9 received
Replay
Auto-trimmed recording48:12 → 46:40 after trim
00:0012:0024:0036:0046:40
✓ Silence at the start and the tech check were removed automatically. Nothing else was changed.
Transcript
00:00James Whitfield: Good morning, everyone. Thanks for making the time. Let's get straight into where the Fed finds itself this month…
18:42James Whitfield: A client asks, privately as always, whether the June dot plot still matters. Short answer: less than you'd think…

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briefings.meridianmacro.com/q3-global-outlook
Meridian Macro Research
Quarterly Client Briefing
Live briefing · Open to clients

Q3 Global Outlook: Rates, Tariffs, and the Dollar

Tuesday, July 14, 2026 · 11:00 AM ET
45 minutes plus Q&A · Listen live in your browser, no app required
Agenda
11:00The rate path: why our June call changed
11:15Tariff scenarios and the trade reset
11:30Dollar dynamics and EM positioning
11:45Your questions, answered live
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Full name
Eleanor Voss
Work email
e.voss@harborcap.com
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