The Macro Minute with Darius Dale
By 42 Macro
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Episodes: 157
Description
The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
| Episode | Date |
|---|---|
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How will President Trump respond to adverse court rulings and being called a TACO?
|
May 29, 2025 |
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Will the hard data catch down to the soft data or will the soft data catch up?
|
May 28, 2025 |
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Is it time to buy bonds?
|
May 27, 2025 |
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How much is too much Paradigm C?
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May 22, 2025 |
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What is the weak US dollar signaling for broader asset markets?
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May 21, 2025 |
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When will the Fed revise its inflation target higher?
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May 20, 2025 |
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Should you downgrade the US in your portfolio?
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May 19, 2025 |
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Will tariffs lead to second-round inflation impacts?
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May 16, 2025 |
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How did the US economy perform during the peak of the trade war in April?
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May 15, 2025 |
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Will “SALTY Republicans” knock over Bessent’s three-legged stool?
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May 14, 2025 |
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Is it too late to position for Paradigm C?
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May 13, 2025 |
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Who’s right—President Trump or Fed Chair Powell?
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May 08, 2025 |
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Can the market look through trade talks to continue pricing in Paradigm C?
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May 07, 2025 |
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Will Trump’s “Paradigm C” catalyze a bigger boom than Biden’s “Paradigm A”?
|
May 06, 2025 |
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Is it time to sell the rip?
|
May 05, 2025 |
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Is the labor market about to fall off a cliff?
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May 02, 2025 |
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Whose stock market and economy is it—Biden’s or Trump’s?
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May 01, 2025 |
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Will President Trump's policy pivot sustain the bull run?
|
Apr 30, 2025 |
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Is the bull case priced in?
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Apr 29, 2025 |
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What does a “W-shaped market in a U-shaped economy” mean?
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Apr 28, 2025 |
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Can risk assets achieve escape velocity without QE?
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Apr 24, 2025 |
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Did the Trump Administration Abandon Main Street?
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Apr 23, 2025 |
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Is It Time to Buy the Dip?
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Apr 22, 2025 |
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Will the Trump administration’s policies trigger a balance of payments crisis?
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Apr 21, 2025 |
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Will the Fed HIKE rates during an economic downturn like an EM central bank?
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Apr 17, 2025 |
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Will risk assets retest the lows?
|
Apr 16, 2025 |
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Is President Trump catalyzing a “golden age” of investing in non-US assets & GLD?
|
Apr 15, 2025 |
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Is President Trump losing his own trade war?
|
Apr 14, 2025 |
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Is this the beginning of the end of the U.S.’s exorbitant privilege?
|
Apr 11, 2025 |
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Did the bond market break President Trump?
|
Apr 10, 2025 |
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Is the US heading into another emerging crisis that forces the Fed to supply QE?
|
Apr 09, 2025 |
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Tradeable Low or Market Bottom—Round II?
|
Apr 08, 2025 |
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Technical recession or actual recession?
|
Apr 03, 2025 |
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Will Liberation Day Make America Wealthy Again at the Expense of Global Wall Street?
|
Apr 02, 2025 |
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Tradable Low or Durable Bottom? Macro Insights on Recent Market Reversal
|
Apr 01, 2025 |
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Will Trump’s ‘Liberation Day’ Transform Global Trade Policy?
|
Mar 31, 2025 |
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Will tax cuts bail out the slowing U.S. economy?
|
Mar 28, 2025 |
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Revisiting the Trump Put: Macro Implications and Portfolio Strategies
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Mar 27, 2025 |
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Navigating a Complex Macroeconomic Landscape
|
Mar 26, 2025 |
|
Macro Market Outlook: Tariffs, Inflation, and Earnings Risks
|
Mar 25, 2025 |
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Evaluating the 'Trump Put' and Tariff Strategies in Today's Market
|
Mar 24, 2025 |
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Fed Liquidity, SLR Adjustments, and the QE Debate
|
Mar 20, 2025 |
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Consensus Offsides: AI Innovations, BOJ Policy, and Fed Strategy
|
Mar 19, 2025 |
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Is the Rotation into European Assets Durable?
|
Mar 18, 2025 |
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Navigating the U.S. Fiscal Adjustment: Short & Shallow or Protracted & Painful?
|
Mar 17, 2025 |
|
Global Debt Refinancing and Liquidity Dynamics
|
Mar 14, 2025 |
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Underestimated Impact of Fiscal Retrenchment on U.S. Growth
|
Mar 13, 2025 |
|
Trump’s Trade Policies, QE Outlook & Global Debt Risks
|
Mar 12, 2025 |
|
Is U.S. Exceptionalism Dead? Evaluating Macro Trends and Market Strategies
|
Mar 11, 2025 |
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Navigating the U.S. Economic Transition: From Paradigm A to Paradigm B
|
Mar 10, 2025 |
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Navigating Macro Policy Shifts: Portfolio Strategies in a Deflationary Environment
|
Mar 07, 2025 |
|
Navigating Global Macro Trends Amid Stagflation and Deflation Risks
|
Mar 06, 2025 |
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Trump’s Economic Overhaul: Gold Card Visa & Market Implications
|
Mar 05, 2025 |
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U.S. Trade Tariffs Escalate: Risks, Strategies & Market Impacts
|
Mar 04, 2025 |
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Macro Minute: Trump's Tariff Strategy and Global Financial Risks
|
Mar 03, 2025 |
|
The Macro Minute
|
Feb 28, 2025 |
|
Will DOGE Achieve Deficit Reduction? Fiscal Challenges and Investment Strategies
|
Feb 27, 2025 |
|
Macro Market Analysis: NVIDIA Earnings & Economic Trends
|
Feb 26, 2025 |
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Macro Minute / Leadoff Morning Note
|
Feb 25, 2025 |
|
Macro & Market Outlook: Reflation, Liquidity, and Risk Assets
|
Feb 24, 2025 |
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US Debt Limit, Asset Markets, and Portfolio Strategy Insights
|
Feb 20, 2025 |
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Navigating a Reflationary Market: Signal-Based Trading and Portfolio Strategies
|
Feb 19, 2025 |
|
U.S. Dollar Under Pressure: Global Risk Assets and Fiscal Challenges
|
Feb 13, 2025 |
|
Macro Outlook: Inflation, Fed Policy, and Market Strategy
|
Feb 12, 2025 |
|
US Treasury Financing Policy, Liquidity, and Market Outlook
|
Feb 06, 2025 |
|
Navigating Macro Uncertainty: Balancing Risk-On and Risk-Off Strategies
|
Feb 05, 2025 |
|
Tariffs as a Structural Policy Choice: Reshaping Global Trade
|
Feb 04, 2025 |
|
U.S. Economic Outlook: Tariffs, Macro Trends & Portfolio Strategies
|
Jan 31, 2025 |
|
Navigating AI's Macro Impact: Inflation, Portfolio Strategies, and Global Risks
|
Jan 30, 2025 |
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Macro Market Analysis: Earnings, AI, and Portfolio Strategy
|
Jan 29, 2025 |
|
Macro Market Analysis: Tariffs, Inflation & Portfolio Strategies
|
Jan 28, 2025 |
|
DeepSeek’s Impact on AI Investment and Global Market Regimes
|
Jan 27, 2025 |
|
42 Macro Overview: Market Regime Updates & Portfolio Strategy
|
Jan 23, 2025 |
|
Navigating Policy-Driven Market Volatility and Global Risks
|
Jan 21, 2025 |
|
Macro Economic Insights & Defensive Portfolio Strategy
|
Jan 17, 2025 |
|
Key Macro Questions: Is Consensus Too Bearish?
|
Jan 16, 2025 |
|
Navigating Inflation and Market Volatility in 2025
|
Jan 15, 2025 |
|
Macro Strategies: Tariffs, Inflation, and Market Regimes
|
Jan 14, 2025 |
|
Global Divergence Themes: Navigating Policy and Portfolio Strategies
|
Jan 13, 2025 |
|
Macro Analysis: Labor Market Moderation and Market Volatility
|
Jan 10, 2025 |
|
Macro Market Insights: DOGE, Inflation, and the REFLATION Regime
|
Jan 08, 2025 |
|
Navigating Macro Trends: Policy, Inflation, and Global Liquidity
|
Jan 07, 2025 |
|
Macro Data & Policy Update: Navigating Q1 and Q2
|
Jan 06, 2025 |
|
Macro Minute: January 3, 2025
|
Jan 03, 2025 |
|
Market Consensus and Portfolio Strategy Update
|
Jan 02, 2025 |
|
Will 2025 Resemble 2024? Global Macro Outlook and Market Implications
|
Dec 30, 2024 |
|
Will DOGE Achieve Significant Deficit Reduction?
|
Dec 27, 2024 |
|
How Inevitable is a Too-Strong U.S. Dollar? (Part II)
|
Dec 23, 2024 |
|
Macro Insights: FOMC Decisions, Debt Ceiling Risks, and Market Regimes
|
Dec 19, 2024 |
|
Fed's Dovish Stance, Macro Questions, and Market Regimes
|
Dec 18, 2024 |
|
U.S. Economy Outlook: Navigating Between No Landing and Soft Landing
|
Dec 17, 2024 |
|
What will derail the year-end performance chase?
|
Dec 16, 2024 |
|
Macro Insights: Persistent US Dollar Strength and Global Monetary Policy
|
Dec 12, 2024 |
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Navigating Macro Risks, Portfolio Strategies, and Market Regimes
|
Dec 11, 2024 |
|
Macro Analysis Amid Fourth Turning Uncertainty
|
Dec 10, 2024 |
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Macro Insights: Navigating Year-End Market Risks and Opportunities
|
Dec 09, 2024 |
|
Jay Wants a Soft Landing: U.S. Labor Market Insights from the November Jobs Report
|
Dec 06, 2024 |
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Macro Insights: Fed Policy, Market Trends, and Risk Management
|
Dec 05, 2024 |
|
Key Macro Questions: What will disrupt the Santa Claus Rally, Part II?
|
Dec 03, 2024 |
|
Macro Market Dynamics and Portfolio Strategy Update
|
Dec 02, 2024 |
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Macro Insights: Navigating a Resilient Economy Amid Inflation and Policy Risks
|
Nov 27, 2024 |
|
U.S. Fiscal and Trade Policies: Risks, Opportunities, and Market Outlook
|
Nov 26, 2024 |
|
Macro Minute: Evaluating Trump's Treasury Secretary Pick & Its Market Impact
|
Nov 25, 2024 |
|
Global Economic Downturn & Portfolio Strategies: A Macro Analysis
|
Nov 22, 2024 |
|
NVIDIA Earnings, Macro Analysis, and Strategic Outlook
|
Nov 21, 2024 |
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Global Asset Markets: Are We Approaching a Refinancing Air Pocket?
|
Nov 20, 2024 |
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Macro Insights: Navigating Geopolitical Conflict & Market Volatility
|
Nov 19, 2024 |
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Key Macro Questions: Navigating a Quiet Week in Asset Markets
|
Nov 18, 2024 |
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Global Liquidity and Macro Market Dynamics
|
Nov 15, 2024 |
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Jay Powell's Market Moves: Stocks, Crypto & Macro Analysis
|
Nov 14, 2024 |
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Global Macro Analysis and Market Regime Transitions
|
Nov 12, 2024 |
|
42 Macro: Global Liquidity & Year-End Market Outlook
|
Nov 11, 2024 |
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Fed's Neutral Policy Path Amidst Economic Resilience
|
Nov 08, 2024 |
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Will Jay Powell Disrupt Donald Trump’s Post-Election Momentum?
|
Nov 07, 2024 |
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Macro Market Strategies: Trump Trades, Gold, and Investment Momentum
|
Nov 06, 2024 |
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Macro Market Dynamics: U.S. Elections, Volatility, and Reflation Strategies
|
Nov 05, 2024 |
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Resilient U.S. Economy and the REFLATION Landscape
|
Nov 01, 2024 |
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Global Macro Insights: Chinese Stabilization, Liquidity, and Market Resilience
|
Oct 31, 2024 |
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Macro Market Update: U.S. Resilience and Global Financial Strategies
|
Oct 30, 2024 |
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U.S. Liquidity, AI Spending, and Labor Market Resilience: Macro Insights and Strategies
|
Oct 29, 2024 |
|
Macro Catalysts & REFLATION: A Weekly Market Overview
|
Oct 28, 2024 |
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Big Tech Earnings and UK Budget: Impact on Global Markets
|
Oct 24, 2024 |
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Will Trump's Trade Derail the Stock Market? A Macro Analysis
|
Oct 23, 2024 |
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Will the Trump Trade Derail the Stock Market?
|
Oct 22, 2024 |
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Global Macro Insights: Stimulus Measures, De-dollarization, and Market Outlook
|
Oct 21, 2024 |
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Macro Market Insights: China’s Stimulus, BOJ Strategy, and Portfolio Outlook
|
Oct 18, 2024 |
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Macro Market Update: Consumer Resilience & ECB Rate Moves
|
Oct 17, 2024 |
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Consolidated Macro Summary: October 16, 2024
|
Oct 16, 2024 |
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Macro Market Insights: Energy Dynamics, Corporate Profits & Election Impacts
|
Oct 15, 2024 |
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China’s Stimulus and Global Macro Outlook
|
Oct 14, 2024 |
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Consolidated Summary - October 11, 2024
|
Oct 11, 2024 |
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Macro Market Update: Inflation, Earnings, and Fiscal Stimulus
|
Oct 10, 2024 |
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Macro Trends and Market Regimes: Fed Minutes, USD Strength, and Global Liquidity
|
Oct 09, 2024 |
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Daily Macro Summary: October 8, 2024
|
Oct 08, 2024 |
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Daily Summary: October 7, 2024
|
Oct 07, 2024 |
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42 Macro Consolidated Summary: October 4, 2024
|
Oct 04, 2024 |
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42 Macro Consolidated Summary: October 3, 2024
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Oct 03, 2024 |
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42 Macro Consolidated Summary: October 2, 2024
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Oct 02, 2024 |
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42 Macro Consolidated Summary: October 1st, 2024
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Oct 01, 2024 |
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42 Macro Consolidated Summary: September 30, 2024
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Sep 30, 2024 |
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42 Macro Consolidated Summary: September 25, 2024
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Sep 25, 2024 |
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42 Macro Consolidated Summary: September 24, 2024
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Sep 24, 2024 |
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42 Macro Consolidated Summary: September 23, 2024
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Sep 23, 2024 |
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42 Macro Consolidated Summary: September 20, 2024
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Sep 20, 2024 |
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42 Macro Consolidated Summary: September 19, 2024
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Sep 19, 2024 |
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42 Macro Consolidated Summary: September 18, 2024
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Sep 18, 2024 |
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42 Macro Consolidated Summary: September 17, 2024
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Sep 17, 2024 |
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42 Macro Consolidated Summary: September 16, 2024
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Sep 16, 2024 |
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42 Macro Consolidated Summary: September 13, 2024
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Sep 13, 2024 |
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42 Macro Consolidated Summary: September 12, 2024
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Sep 12, 2024 |
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42 Macro Consolidated Summary: September 11, 2024
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Sep 11, 2024 |
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42 Macro Consolidated Summary: September 10, 2024
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Sep 10, 2024 |
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42 Macro Consolidated Summary: September 9, 2024
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Sep 09, 2024 |
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42 Macro Consolidated Summary: September 6, 2024
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Sep 06, 2024 |
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42 Macro Consolidated Summary: September 5, 2024
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Sep 05, 2024 |
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42 Macro Consolidated Summary: September 4, 2024
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Sep 04, 2024 |
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Consolidated Summary: September 3, 2024
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Sep 03, 2024 |