The Macro Minute with Darius Dale

Listen, download, subscribe

Apple Podcasts

Spotify

Is POTUS correct to push back on Fed tightening?

Is President Trump correct to push back on Fed tightening? In today's Macro Minute, Darius Dale explains why both the data and the market suggest the Fed is already behind the curve, as AI-driven capital spending, fiscal stimulus, and slowing labor supply continue to fuel inflationary pressures.

• 

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

• 

  Should the Fed tighten monetary policy?

• 

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

• 

  Are we in an AI stock market bubble?

• 

  Is the US business cycle heating up?

• 

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

• 

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

• 

  Should the Fed look through the latest inflationary supply shock?

• 

  Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation …

• 

  Is the stock market mispriced?

• 

  Are investors too all in on AI?

• 

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

• 

  Is this the start of a correction or crash?

• 

  Where are we in the global liquidity cycle?

• 

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