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Will the Fed engineer the Santa Claus rally that everyone is already positioned for?
Episode 245
A stalled data pipeline, a backward-looking Fed, and rising uncertainty ahead of the December meeting — today Darius breaks down why a Santa Claus ra…
10 months, 1 week ago
Is the US labor market getting better or worse?
Episode 244
Today’s Macro Minute breaks down why the labor market is sending mixed signals and how that ambiguity is shaping the Fed’s December decision. Darius …
10 months, 1 week ago
Why are crypto and commodities breaking down?
Episode 243
Crypto and commodities are breaking down as early stress signals emerge in the global liquidity cycle. Today’s Macro Minute breaks down why assets fu…
10 months, 2 weeks ago
Why are risk assets correcting?
Episode 242
Risk assets are under pressure as the Fed falls further behind the interest-rate and repo-liquidity curves. Home Depot’s warning on big-ticket spendi…
10 months, 2 weeks ago
Will this week’s key macro and micro data derail asset markets?
Episode 241
Darius Dale breaks down a pivotal week for markets as delayed economic data finally returns, major earnings hit the tape, and traders grapple with a …
10 months, 2 weeks ago
Is the global liquidity cycle rolling over?
Episode 240
Today’s Macro Minute focuses on the early signs of a global liquidity rollover as markets increasingly price in a hawkish shift from the Fed and Chin…
10 months, 2 weeks ago
Why is Rick Rieder the best person to replace Jerome Powell?
Episode 239
Darius breaks down why Rick Rieder is the right choice to replace Jerome Powell, arguing that the next Fed Chair must address the structural imbalanc…
10 months, 2 weeks ago
The shutdown is ending; why aren’t risk assets appreciating?
Episode 238
Today, Darius unpacks why the end of the U.S. government shutdown isn’t translating into market gains. He explains that the real story isn’t fiscal g…
10 months, 3 weeks ago
Will reopening the US gov’t spur a Santa Claus rally?
Episode 237
Today’s Macro Minute unpacks why reopening the U.S. government alone won’t ignite a Santa Claus rally. Darius explains how policy missteps from the P…
10 months, 3 weeks ago
Is the US government shutdown exacerbating the Powell Fed’s policy mistake?
Episode 236
Today, Darius Dale explains how the U.S. government shutdown is amplifying the Powell Fed’s policy mistakes and tightening financial conditions. He o…
10 months, 3 weeks ago