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
  • 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
  • Will President Trump anchor on soaring stock prices or soaring gas prices in negotiations with China and Iran this week?

    Will President Trump anchor on soaring stock prices or soaring gas prices in negotiations with China and Iran this week?
    May 11 2026
    Darius examines whether President Trump will prioritize soaring stock prices or rising gas prices as negotiations with China and Iran intensify.
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    6 min
  • Is US productivity growth still booming?

    Is US productivity growth still booming?
    May 7 2026
    We focus on whether the recent slowdown in US productivity growth undermines 42 Macro’s long-term “Productivity Boom” thesis. Darius argues that while Q1 Nonfarm Productivity data came in weaker than expected, the decline in Unit Labor Costs suggests the slowdown is likely temporary rather than structural.
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    5 min
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