The Macro Minute with Darius Dale

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How is the US consumer faring amid the latest adverse policy shock?

Today’s Macro Minute explores why the U.S. consumer continues to defy recession fears despite persistent policy shocks. Darius Dale breaks down 42 Macro’s “West Village-Montauk Effect” thesis, highlighting how elevated household savings continue to support above-trend consumption and economic resilience.

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  Should investors chase the pending wave of trillion-dollar IPOs?

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  Is POTUS correct to push back on Fed tightening?

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  Should the Fed tighten monetary policy?

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  It is time to take some chips off the AI table?

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  Are we in an AI stock market bubble?

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  Is the US business cycle heating up?

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  Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?

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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?