Couverture de The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

De : 42 Macro
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 The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.Copyright 2026 All rights reserved. Economie Finances privées
Épisodes
  • Where are we in the global liquidity cycle?

    Where are we in the global liquidity cycle?
    May 14 2026
    We dive deep into the current state of the global liquidity cycle, which has remained on a steady expansionary trend since the start of 2025. We analyze how the United States and China continue to act as the primary engines for this growth, even as a contraction in the PBOC’s balance sheet creates a notable drag on Chinese liquidity.
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    6 min
  • Is the US economy being run too hot, Pt. II?

    Is the US economy being run too hot, Pt. II?
    May 13 2026
    Darius explains why the April PPI report reinforces 42 Macro’s long-standing Sticky Inflation theme and why rising bond issuance could eventually force a more hawkish Fed repricing. He also discusses the next phase of the AI trade, highlighting why financials, healthcare, and broader global equities may benefit as AI productivity gains diffuse throughout the economy.
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    7 min
  • Is the US economy being run too hot?

    Is the US economy being run too hot?
    May 12 2026
    In today's Macro Minute, we break down what nominal GDP tracking above 10% on a three-month annualized basis means for your portfolio — and why investors need to start considering the other side of the distribution. With April CPI printing at its hottest levels since 2022, energy prices surging past $4.50 at the pump, and early signs of a global liquidity crisis emerging from the UK and India, the risk-off probability is rising.
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    6 min
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