The Macro Minute with Darius Dale

Listen, download, subscribe

Apple Podcasts

Spotify

Why would POTUS attempt to fire Fed Chair Powell?

Policy pressure on the Fed took center stage, reinforcing our long-held view that central bank independence is being eroded in response to structural stress in the Treasury market. At the same time, global growth signals are improving, liquidity is trending higher, and our models continue to support a risk-on, REFLATION regime—keeping investors positioned on the right side of market risk despite rising geopolitical noise.

• 

  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?