The Macro Minute with Darius Dale

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Is this the start of a correction or crash?

Darius tackles the burning question on every investor's mind: Is this recent volatility the start of a market crash or just a healthy correction? We break down why the current "speculative excesses" in the AI trade are making this pullback feel more painful than usual and why the 42 Macro team views this as a "tolerable correction".

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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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  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?