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Is the US Treasury still supporting Paradigm C?
Episode 235
Darius Dale breaks down why the Treasury’s support for Paradigm C remains intact through fiscal 2026, even as the Fed’s mixed signals tighten conditi…
10 months, 4 weeks ago
Is the Powell Fed comfortable with a stock market crash to tighten financial conditions?
Episode 234
Darius Dale breaks down whether the Powell Fed is willing to risk a market crash to tighten financial conditions. He explains why policy missteps rem…
10 months, 4 weeks ago
Is Secretary Bessent right to challenge the Fed?
Episode 233
Today’s Macro Minute breaks down Secretary Bessent’s challenge to the Federal Reserve and why it validates 42 Macro’s long-standing Structural Regime…
11 months ago
What in the world is the Fed up to? Did yesterday’s Mag 7 earnings support the market’s most crowded trade? Did the Trump-Xi meeting truncate the trade policy uncertainty era?
Episode 232
Darius Dale breaks down why the Fed’s pivot to Treasury bill reinvestments marks a subtle but historic erosion of central bank independence — and how…
11 months ago
Does the Fed want high growth and high inflation OR low growth and high inflation?
Episode 231
Darius Dale breaks down the Fed’s policy crossroads ahead of today’s rate decision — asking whether policymakers prefer high growth with high inflati…
11 months ago
Is the coast now clear for a year-end performance chase?
Episode 230
Markets enter one of the most pivotal weeks of 2025. With U.S.–China trade breakthroughs, a likely Fed rate cut and QT pause, and a stacked lineup of…
11 months ago
What do the latest key economic data signal about the evolving outlook for the US and global economies?
Episode 229
Darius breaks down the latest U.S. and global economic data, highlighting persistent upside growth surprises and downside inflation risks that contin…
11 months, 1 week ago
Can the US win its trade war with China?
Episode 228
Today, Darius Dale breaks down why the U.S. is negotiating from a position of weakness as trade tensions with China re-escalate. He explains how the …
11 months, 1 week ago
What do the corrections in gold and crypto signal about the durability of our Paradigm C bull market?
Episode 227
Darius Dale explains why the Federal Reserve’s balance sheet—not just interest rates—remains the key driver of monetary policy tightness. Despite res…
11 months, 1 week ago
Is it safe to buy the dip yet?
Episode 226
Darius breaks down why the market’s sharp rebound is not a fluke—and why investors should stay focused on the forest, not the trees. With 85% of S&P …
11 months, 1 week ago