The Macro Minute with Darius Dale

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Should investors de-risk ahead of Kevin Warsh’s Senate confirmation hearing tomorrow?

Policy risk takes center stage as Kevin Warsh’s Senate confirmation hearing approaches, with markets bracing for potential interest rate volatility. In today’s Macro Minute, Darius breaks down why investors should stay disciplined—preparing for near-term turbulence while remaining focused on the bigger picture, including the long-term case for global equities outperforming U.S. markets.

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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?