Episode Details
Back to Episodes
Is the US economy being run too hot, Pt. II?
Episode 329
Published 4 months, 2 weeks ago
Description
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.