The Macro Minute with Darius Dale

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

Darius explains why the April PPI report reinforces 42 Macro’s long-standing Sticky Inflation theme and why rising bond issuance could eventually force a more hawkish Fed repricing. He also discusses the next phase of the AI trade, highlighting why financials, healthcare, and broader global equities may benefit as AI productivity gains diffuse throughout the economy.

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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?

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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?