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Is the US economy too resilient?
Episode 215
In today’s Macro Minute, Darius Dale tackles the question: Is the U.S. economy too resilient? While headline GDP and job data appear strong, deeper a…
1 year ago
Is the stock market about to bubble?
Episode 214
Today’s Macro Minute tackles the question: Is the stock market about to bubble? With the S&P 500 surging 34% since April, signs of euphoria are hard …
1 year ago
Did Fed Governor Stephen Miran do enough to support our Paradigm C bull market?
Episode 213
In today’s Macro Minute, Darius breaks down Fed Governor Stephen Miran’s pivotal speech at the Economic Club of New York and what it means for Paradi…
1 year ago
Markets are allegedly “priced to perfection;” what could go wrong?
Episode 212
Despite record equity highs, compressed credit spreads, and $15 trillion added to the S&P 500 since April, the macro backdrop remains broadly support…
1 year ago
Will BOJ policy normalization upend our Paradigm C bull market?
Episode 211
Today’s Macro Minute explores whether the Bank of Japan’s policy normalization threatens our Paradigm C bull market, why we believe it actually suppo…
1 year ago
Did the Fed signal enough to adequately support Paradigm C?
Episode 210
On the heels of the Fed’s latest decision, Darius Dale explains why Powell’s modest easing marks the beginning of real support for Paradigm C. While …
1 year ago
Will today mark the beginning of the end of Fed independence?
Episode 209
Darius Dale tackles the big question: is this the end of Fed independence? His answer: not yet. Instead, expect a gradual erosion that forces the Fed…
1 year ago
Is the US economy still resilient?
Episode 208
Today’s Macro Minute unpacks why the U.S. economy remains resilient, with August retail sales and industrial production both surprising to the upside…
1 year ago
What’s the latest regarding US fiscal policy dynamics?
Episode 207
Today’s Macro Minute dives into the accelerating fiscal dominance story. Darius Dale breaks down the latest Treasury Budget data, why “True Interest …
1 year ago
Why aren’t bears getting paid despite fresh evidence of sticky inflation and an unraveling labor market in the US economy?
Episode 206
Despite sticky inflation and labor weakness, bears still are not getting paid—because Paradigm C remains in control. Darius breaks down why investors…
1 year ago