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Is the market’s dovish interpretation of the May CPI data correct?
Episode 345
We discuss why sticky inflation remains intact despite a favorable CPI print, why the Fed may still be one to two rate hikes behind the curve, and ho…
3 months, 3 weeks ago
Should investors chase the pending wave of trillion-dollar IPOs?
Episode 344
In today's Macro Minute, we explore why history suggests patience may be rewarded, as many of the largest tech IPOs experience significant drawdowns …
3 months, 3 weeks ago
Is POTUS correct to push back on Fed tightening?
Episode 343
Is President Trump correct to push back on Fed tightening? In today's Macro Minute, Darius Dale explains why both the data and the market suggest the…
3 months, 3 weeks ago
Should the Fed tighten monetary policy?
Episode 342
In today's Macro Minute, Darius Dale argues the answer is an unequivocal yes, as a resilient economy, persistent inflation pressures, and acceleratin…
3 months, 3 weeks ago
It is time to take some chips off the AI table?
Episode 341
Darius explains why short-term caution may be warranted, but long-term investors should continue buying dips until KISS and Dr. Mo signal a risk-off …
3 months, 4 weeks ago
Are we in an AI stock market bubble?
Episode 340
Are we in an AI stock market bubble? In today's Macro Minute, Darius Dale explains why the answer is likely yes—but why that shouldn't stop investors…
4 months ago
Is the US business cycle heating up?
Episode 339
Darius explains why accelerating economic activity continues to support 42 Macro’s bullish outlook, discusses the mechanics behind the upcoming wave …
4 months ago
How is the US consumer faring amid the latest adverse policy shock?
Episode 338
Today’s Macro Minute explores why the U.S. consumer continues to defy recession fears despite persistent policy shocks. Darius Dale breaks down 42 Ma…
4 months ago
Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?
Episode 337
We break down a massive geopolitical development and its surprising market implications. Iranian state television has disclosed an unofficial draft m…
4 months ago
Should the Fed look through the latest inflationary supply shock?
Episode 336
With the highly anticipated April PCE report dropping this Thursday, all eyes are on how this data will shape the upcoming June FOMC meeting—the very…
4 months ago