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Did the Fed just kickstart Paradigm D?
Episode 255
Darius breaks down the Fed’s shift toward a more dovish, expansionary policy framework — a move that raises the probability that Paradigm C and Parad…
9 months, 3 weeks ago
Is today’s likely “hawkish cut” by the Fed already priced in?
Episode 254
Today’s Macro Minute breaks down the Fed’s likely hawkish cut, why bonds have already priced it in while equities have not, and how a divided FOMC is…
9 months, 3 weeks ago
Will the Fed sacrifice Main Street to save Wall Street (again)?
Episode 253
Darius explores the central question heading into the Fed meeting: will policymakers protect Wall Street at the expense of Main Street? He outlines t…
9 months, 3 weeks ago
How will markets navigate a divided Fed?
Episode 252
In today’s Macro Minute, Darius breaks down how a deeply divided Fed is shaping market uncertainty and why the broadening-out trade remains premature…
9 months, 3 weeks ago
What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?
Episode 251
Today’s episode breaks down the delayed September PCE Report, which reinforces both the Resilient U.S. Economy theme and our Sticky Inflation thesis.…
9 months, 4 weeks ago
What do the latest key high-frequency economic data signal about the health of the US and global economies?
Episode 250
Darius breaks down the latest high-frequency economic data and what they signal for both the U.S. and global economies. He explains why the U.S. cont…
10 months ago
Will the intensifying debate over the level of r-star disrupt timing Fed liquidity?
Episode 249
Today, Darius explores whether the Fed’s deepening debate over R* could delay vital liquidity. He breaks down last week’s violent up-crash, rising po…
10 months ago
Will the BOJ spoil the widely anticipated Santa Claus rally?
Episode 248
Today’s Macro Minute breaks down whether the BOJ could derail the year-end rally. Darius explains why a hawkish surprise remains unlikely—even as JGB…
10 months ago
What are “Reserve Management Operation Purchases,” and when will investors be gifted this latest form of socialism for the rich?
Episode 247
Today, Darius explores the emerging “RMOP” regime — a stealth form of quantitative easing that may arrive sooner than markets expect. Darius explains…
10 months, 1 week ago
How is the US economy performing?
Episode 246
Today’s Macro Minute breaks down why the U.S. economy is slipping deeper into a U-shaped slowdown while sticky inflation refuses to fade — and why a …
10 months, 1 week ago