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Should investors be sanguine amid the transition from earnings season to macro season?
Episode 379
Published 1 month, 3 weeks ago
Description
Darius explains why investors can remain sanguine as markets transition from earnings season to macro season. He highlights cooling housing and labor-market dynamics as incremental support for 42 Macro’s Jobless Recovery theme, potentially reducing the need for the Fed to tighten policy before creating room for more substantial easing in 2027 and beyond.