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Did “TACO Trump” just permanently cede control of global energy markets to Iran, part III?
Episode 305
Geopolitics took center stage today as Darius breaks down whether U.S. policy is ceding control of global energy markets to Iran—and what that means …
6 months ago
Why haven’t stocks crashed yet?
Episode 304
Stocks haven’t crashed yet because investors are still anchored to positive macro expectations, but that foundation is beginning to crack. As the Ira…
6 months ago
Should investors chase or fade rallies?
Episode 303
Today’s Macro Minute focuses on whether investors should chase or fade recent market rallies. While short-term strength is being driven by strong fun…
6 months, 1 week ago
Did “TACO Trump” just permanently cede control of global energy markets to Iran, part II?
Episode 302
Geopolitical tensions are beginning to reshape global energy markets, with Iran’s growing control over key shipping routes posing a structural inflat…
6 months, 1 week ago
Did “TACO Trump” just permanently cede control of global energy markets to Iran?
Episode 301
Today we explore an escalating geopolitical risk in the Middle East and its implications for global energy markets and inflation. Darius Dale highlig…
6 months, 1 week ago
Will central banks look through the global energy supply shock?
Episode 300
Will central banks look through the global energy supply shock? In today’s Macro Minute, Darius explains why the answer is yes—for now—but with a key…
6 months, 1 week ago
Is it safe to buy the dip?
Episode 299
Is it safe to buy the dip? Not likely—at least not yet. In today’s Macro Minute, Darius Dale explains why the ongoing US–Israel–Iran conflict is keep…
6 months, 2 weeks ago
Is global liquidity breaking down?
Episode 298
Is global liquidity starting to crack? In today’s Macro Minute, Darius Dale breaks down the latest macro signals across growth, inflation, and liquid…
6 months, 2 weeks ago
Will US inflation data destabilize asset markets?
Episode 297
Darius addresses whether the latest U.S. inflation data could destabilize asset markets. While February CPI delivered mixed signals across key compon…
6 months, 3 weeks ago
Is AI causing a recession in the US economy?
Episode 296
Darius Dale breaks down whether AI is causing a recession in the U.S. economy and explains why the data instead supports 42 Macro’s Jobless Recovery …
6 months, 3 weeks ago