The Macro Minute with Darius Dale

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Did “TACO Trump” just permanently cede control of global energy markets to Iran, part II?

Geopolitical tensions are beginning to reshape global energy markets, with Iran’s growing control over key shipping routes posing a structural inflation risk and forcing difficult policy tradeoffs. At the same time, signs of slowing global growth, rising illiquidity in private markets, and suspicious positioning activity highlight increasing fragility beneath the surface.

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  Should the Fed look through the latest inflationary supply shock?

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

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  Is the stock market mispriced?

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  Are investors too all in on AI?

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

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  Is this the start of a correction or crash?

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  Where are we in the global liquidity cycle?

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

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  Is the US economy being run too hot?

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

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  Is US productivity growth still booming?

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

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

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

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

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  Is it time for investors to take profits?