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Is the US economy still resilient?
Episode 208
Published 1 year ago
Description
Today’s Macro Minute unpacks why the U.S. economy remains resilient, with August retail sales and industrial production both surprising to the upside. Darius Dale explains why the risk of an outright recession remains low, why 2026 still looks set for a stronger-than-expected recovery, and how political battles at the Fed underscore the Fourth Turning backdrop. Tune in for insights on portfolio strategy, quantitative signals, and why gold, equities, and Bitcoin remain key hedges in this regime.