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The Fed Will Not Truncate This Business Cycle or Succeed in Its Price-Stability Mandate
Episode 405
Darius explains why September’s labor data reinforces 42 Macro’s Jobless Recovery theme, how the Fed’s expected policy path could pressure markets in…
8 hours ago
Can we trust the August PCE and Q2 GDP data regarding the health of the US economy?
Episode 404
In this Macro Minute, Darius explains why recent economic data continues to support a resilient U.S. economy and the persistence of Paradigm C, aka “…
1 day, 8 hours ago
Are we at peak good news regarding inflation?
Episode 403
Darius Dale discusses whether we’re approaching “peak good news” on inflation, what the latest PCE data signals for Fed policy, and why continued tig…
2 days, 8 hours ago
Is the US labor market healthy?
Episode 402
Darius explains why the U.S. labor market remains structurally weak—and how 42 Macro’s Jobless Recovery and Productivity Boom themes could limit infl…
3 days, 8 hours ago
Are Bessent and Zervos cooking up a Fed-Treasury Accord 2.0?
Episode 401
In today’s Macro Minute, Darius examines whether Scott Bessent and David Zervos are laying the groundwork for a “Fed–Treasury Accord 2.0”—and why gre…
4 days, 8 hours ago
What must the US do to prevent losing to China in the manufactured “AI race,” part II?
Episode 400
In this episode, we explain why U.S.–China cooperation may be essential in the AI race and what is ultimately at stake for American technology firms.…
1 week, 2 days ago
Are asset markets on the precipice of a “Santa Trump” rally?
Episode 399
Darius clarifies why the probability of a “Santa Trump rally” is rising as U.S.–China and U.S.–Iran tensions potentially ease—and what 42 Macro’s sys…
1 week, 3 days ago
What must the US do to prevent losing to China in D.C. and Silicon Valley’s manufactured “AI race”? + Darius’s book recommendations
Episode 398
In this episode, Darius explains why cooperation may be necessary for the U.S. to compete with China in the AI race. He examines China’s advantages i…
1 week, 4 days ago
Is the Fed serious about price stability?
Episode 397
Darius explains why the Fed’s latest rate hike may be a temporary effort to appease bond vigilantes before a significant easing cycle begins. He also…
2 weeks, 1 day ago
Does the Kevin Warsh Fed want investors to buy stocks or bonds?
Episode 396
In this episode, we break down the Fed’s latest rate hike and explain why policymakers may favor bonds now and stocks over the longer run. He examine…
2 weeks, 2 days ago