The Macro Minute with Darius Dale
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Are we nearing the end of US exceptionalism in asset markets?
Today’s Macro Minute breaks down why U.S. exceptionalism in asset markets is likely to persist despite mounting global disruptions. Darius Dale highlights how a combination of slowing growth, sticky inflation, and a tightening labor market is keeping the Fed on hold, while geopolitical stress—particularly around the Strait of Hormuz—is reshaping the global liquidity cycle.
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