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Can the US grow its way out of the “debt disease” if politics slow AI development?
Episode 395
In this Macro Minute, Darius explores whether the uptrend in global liquidity can be sustained, why leading indicators are signaling a meaningful med…
2 weeks, 3 days ago
Will the uptrend in global liquidity be sustained?
Episode 394
Darius weighs on whether the uptrend in global liquidity can be sustained, why leading indicators are signaling a meaningful medium-term downtrend, a…
2 weeks, 4 days ago
Is Secretary Bessent “the house” or a mere player at the casino?
Episode 393
In today’s Macro Minute, Darius looks at whether Treasury Secretary Scott Bessent is underestimating the power of the bond market, why increased Trea…
3 weeks, 2 days ago
Will the Fed, ECB, and BOJ cause problems for investors this fall?
Episode 392
42 Macro looks into whether the Fed, ECB, and BOJ could create problems for investors this fall, why easy monetary policy risks further disruption in…
3 weeks, 3 days ago
Will faster BOJ rate hikes trigger a correction in global stocks?
Episode 391
In this episode, Darius explores whether faster Bank of Japan rate hikes could trigger a correction in global stocks, why the risk of a major yen car…
4 weeks, 1 day ago
Can the current risk-on Market Regime condition survive 1-2 rate hikes?
Episode 390
Darius examines whether the current risk-on Market Regime can survive 1-2 rate hikes, why the broader investing backdrop remains supportive despite t…
1 month ago
Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?
Episode 389
Darius examines whether Paradigm C, a.k.a. “Run It Hot,” could break the global bond market, why an extension of Bessent’s Bridge followed by Paradig…
1 month ago
Will Bessent and Warsh introduce the “Fedsury” at the G20 this week?
Episode 388
In today’s Macro Minute, Darius Dale examines why greater coordination between the Treasury and Fed is likely inevitable—but why policymakers may ben…
1 month ago
Will Fed Chair Warsh ruin NVIDIA’s profits party tomorrow?
Episode 387
Today’s Macro Minute explores whether Fed Chair Warsh could disrupt the post-NVIDIA earnings rally and why 42 Macro believes that outcome is unlikely…
1 month ago
Is our stock market bubble thesis intact?
Episode 386
Darius explains why 42 Macro’s stock market bubble thesis remains firmly intact, with the Productivity Boom, Jobless Recovery, Resilient U.S. Economy…
1 month ago