The Macro Minute with Darius Dale

Listen, download, subscribe

Apple Podcasts

Spotify

Is it safe to buy the dip?

Is it safe to buy the dip? Not likely—at least not yet. In today’s Macro Minute, Darius Dale explains why the ongoing US–Israel–Iran conflict is keeping global liquidity under pressure and why investors should remain disciplined despite recent market volatility. While U.S. economic data continues to support accelerating growth and slowing inflation, geopolitical risk and crowded positioning suggest patience is warranted.

• 

  Should the Fed look through the latest inflationary supply shock?

• 

  Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation …

• 

  Is the stock market mispriced?

• 

  Are investors too all in on AI?

• 

  Is the US economy being run too hot, Pt. III?

• 

  Is this the start of a correction or crash?

• 

  Where are we in the global liquidity cycle?

• 

  Is the US economy being run too hot, Pt. II?

• 

  Is the US economy being run too hot?

• 

  Will President Trump anchor on soaring stock prices or soaring gas prices …

• 

  Is US productivity growth still booming?

• 

  Is the US Treasury still keenly focused on supporting asset markets?

• 

  Are we nearing the end of US exceptionalism in asset markets?

• 

  Did the most impactful 24-hour period of macro and micro data in history s…

• 

  When will the BOJ act forcefully enough to tone down volatility in the lon…

• 

  Is it time for investors to take profits?