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Is consensus still wrong about tariffs?
Episode 205
In today's Macro Minute, Darius explains why the August PPI data signals consensus is still wrong on tariffs. Despite fears of tariff-driven inflatio…
1 year ago
What are small business and consumers currently saying about the US economy?
Episode 204
Darius Dale unpacks what small businesses and consumers are saying about the U.S. economy—and why sticky inflation and rising capital costs could for…
1 year ago
Who is right about the Fed, Treasury Secretary Scott Bessent or Citadel Founder and CEO, Ken Griffin?
Episode 203
Today, Darius Dale breaks down the growing political instability across global economies—and what it means for bond yields, Fed independence, and inv…
1 year ago
Is the US Labor Market About to Implode?
Episode 202
Darius breaks down why a weak jobs report reinforces the soft landing view — and opens the door for a 50bps “catch-up” cut on September 17th. He unpa…
1 year ago
Will the global bond selloff end our Paradigm C bull market?
Episode 201
Today, Darius Dale explores why the current global bond sell-off won’t derail the Paradigm C bull market over a medium-to-long-term time horizon. Wit…
1 year, 1 month ago
Will legal checks and balances fuel more Paradigm C upside?
Episode 200
In today's Macro Minute, Darius returns to explore whether legal checks on President Trump’s agenda could extend the Paradigm C rally. With recent co…
1 year, 1 month ago
Is investor consensus adequately positioned for regime change at the Fed?
Episode 199
Darius Dale explains why investors are unprepared for regime change at the Fed. With real short rates headed lower and yield curve control looming, t…
1 year, 1 month ago
Will NVIDIA earnings and/or the July PCE Report disrupt or truncate our Paradigm C bull market?
Episode 198
Darius Dale breaks down why NVIDIA earnings and the July PCE report are the week’s pivotal catalysts. With crowded bullish positioning at February hi…
1 year, 1 month ago
How are tariffs impacting the US economy, part III?
Episode 197
Darius Dale breaks down the first full week of the reciprocal tariff regime, with July Retail Sales and Industrial Production reinforcing 42 Macro’s …
1 year, 1 month ago
How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
Episode 196
In today's Macro Minute, Darius unpacks the latest on tariffs, sticky inflation, and global liquidity trends. He explains why the Fed’s delay in cutt…
1 year, 1 month ago