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.
In this episode, key macroeconomic themes are explored, starting with the resilient state of the U.S. labor market as highlighted by the September Jobs Report, which shows continued economic strength…
This podcast provides a detailed macroeconomic overview addressing key questions such as the impact of rising energy prices on the risk-on market regime and the role of global central banks in suppor…
This episode tackles key macroeconomic questions, focusing on the potential depth of the geopolitically induced bear trap following Iran’s missile activity against Israel and assessing the current st…
This episode dives into key macro questions regarding whether Jay still wants a soft landing, the impact of East and Gulf Coast port strikes on asset markets, and the acceleration of ECB policy norma…
This episode delves into key macro questions, including whether China’s stock market gains will spill over to global equities and if policymakers will continue supporting global liquidity. Highlights…
In this episode, 42 Macro tackles key macroeconomic questions such as whether China’s recent stimulus, including the PBOC’s interest rate cut and broader 10-point package, will be enough to boost Chi…
This podcast discusses key macro questions focusing on China's recent 10-point stimulus package by PBOC Governor Pan Gangsheng, which boosted investor sentiment and led to the best single-day perform…
In this podcast, key macroeconomic questions are examined, including whether Europe will dampen a potential year-end rally and if China’s latest stimulus efforts might fall short. The discussion high…
This podcast examines key macroeconomic questions with a focus on the Bank of Japan's (BOJ) policy stance. It discusses whether the BOJ will dampen a potential year-end rally through its forward guid…
Dive into this in-depth analysis addressing key macro questions on whether risk assets, particularly stocks, can rally sharply into year-end. The podcast discusses the Fed’s shift in rate cut project…
This episode explores key macroeconomic questions, including the Fed's dot plot and its potential use in normalizing policy, as well as the economic implications of such normalization. The discussion…
This podcast features an in-depth macroeconomic analysis addressing key questions such as whether September retail sales support a 50 basis point Fed rate cut and if the ECB may need to accelerate po…
In this episode, key macroeconomic questions are tackled including whether asset markets will respond to central bank decisions and if Beijing will initiate a major stimulus. The discussion highlight…
This podcast provides an overview of current macroeconomic trends, including a pivot in U.S. fiscal policy towards aggressive, populist measures supporting President Biden and Vice President Kamala H…
This episode examines key macroeconomic questions such as the ECB's move to cut rates to support growth, signals of sticky U.S. inflation from recent PPI and CPI data, and shifting investor sentiment…
This episode delves into key macroeconomic questions and analysis. It questions whether bond markets have peaked and discusses the impact of persistent inflation and global liquidity on risk assets. …
This podcast explores key macroeconomic questions surrounding U.S. growth, particularly when the current growth scare might end. It analyzes the U.S. growth outlook as asset markets await confirmatio…
This episode dives into key macro questions, including whether seasonal cross-asset volatility will persist, if Beijing will enhance support for the Chinese economy, and the current state of the cryp…
This podcast summary delves into key macroeconomic questions, focusing on the current state of the U.S. labor market and the implications for Fed policy. It highlights that the August jobs report sho…
In this episode, the discussion focuses on current macroeconomic conditions with an emphasis on the U.S. and Japanese labor markets. The U.S. labor market is characterized by resilient indicators suc…
00:06:41 |
Thu 05 Sep 2024
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