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Will Mag-7 earnings interrupt our Paradigm C party? Will the US Treasury’s debt issuance plans interrupt our Paradigm C party?
Episode 185
Darius Dale breaks down whether MAC7 earnings and Treasury issuance will derail the Paradigm C bull market. Today’s episode explores the power of dis…
1 year, 2 months ago
Is the Trump administration successfully renegotiating global trade?
Episode 184
Darius breaks down the strategic implications of the Trump administration’s bilateral trade breakthroughs with the EU and Japan, and previews the cri…
1 year, 2 months ago
How will the “President Trump vs. Powell Fed” saga play out?
Episode 183
In today’s Macro Minute, Darius breaks down the accelerating Trump vs. Powell feud and what it means for markets, monetary policy, and your portfolio…
1 year, 2 months ago
How is the global economy faring amid US trade policy uncertainty and the Trump tariff shock?
Episode 182
In this episode of the Macro Minute, Darius Dale breaks down why July’s global PMI data reinforces 42 Macro’s bullish thesis. He explains how upside …
1 year, 2 months ago
Are markets adequately pricing in regime change at the Fed, part III?
Episode 181
In today’s Macro Minute, Darius tackles the ongoing question: Are markets adequately pricing in regime change at the Fed? He breaks down intensifying…
1 year, 2 months ago
How is Q2 earning season shaping up thus far? What is the key risk of Japan’s LDP losing its seven-decade stranglehold on Japanese parliament?
Episode 180
In today’s Macro Minute, Darius Dale breaks down a strong start to Q2 earnings season and unpacks why 42 Macro still expects the Fed to cut rates des…
1 year, 2 months ago
Are markets adequately pricing in regime change at the Fed?
Episode 179
Darius breaks down the Fed regime shift taking shape as Trump insiders float ultra-dovish replacements for Powell. He explains how this fuels right-t…
1 year, 2 months ago
Are tariffs showing up in the inflation data?
Episode 178
Tariffs are starting to show up in CPI, while inflation remains sticky—just as 42 Macro forecasted. Darius unpacks the latest data, explains why no u…
1 year, 2 months ago
Is Bitcoin’s US-policy-driven breakout to a fresh all-time high supported by global liquidity dynamics?
Episode 177
Bitcoin breaks to new highs, but is the rally built to last? Darius Dale explores the policy-driven surge in crypto, a fresh wave of global liquidity…
1 year, 2 months ago
What Matters More—Tariff Negotiations or Treasury Auctions?
Episode 176
In today's episode, Darius breaks down the market implications of President Trump’s sweeping tariff threats and the brewing pressure in global bond m…
1 year, 2 months ago