The Macro Minute with Darius Dale
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.
- Update frequency
- every 2 days
- Average duration
- 8 minutes
- Episodes
- 204
- Years Active
- 2024 - 2025
Will Jay Powell Disrupt Donald Trump’s Post-Election Momentum?
This episode dives into the macro questions surrounding the Fed’s next move – a potential 25bps rate cut following a significant 50bps reduction in September – and its impact on Donald Trump’s post-e…
00:09:37 |
Thu 07 Nov 2024
Macro Market Strategies: Trump Trades, Gold, and Investment Momentum
This episode dives into key macro questions and investment strategies, focusing on market momentum over political narratives. Listeners explore the aggressive pricing of Trump trades, insights into m…
00:03:13 |
Wed 06 Nov 2024
Macro Market Dynamics: U.S. Elections, Volatility, and Reflation Strategies
In this episode, we explore how the U.S. presidential election could shake asset markets, marked by rising volatility and a transitory risk-off regime. The discussion covers key quantitative signals—…
00:05:29 |
Tue 05 Nov 2024
Resilient U.S. Economy and the REFLATION Landscape
In this episode, the discussion revolves around key macro questions and the outlook for the U.S. economy. The podcast examines whether we're facing a recession amid temporary shocks like hurricanes a…
00:08:18 |
Fri 01 Nov 2024
Global Macro Insights: Chinese Stabilization, Liquidity, and Market Resilience
In this podcast, experts tackle key macro questions, starting with whether Beijing’s emergency measures can temporarily boost a Chinese economy on the brink of a balance sheet recession and the poten…
00:04:08 |
Thu 31 Oct 2024
Macro Market Update: U.S. Resilience and Global Financial Strategies
This episode examines key macro questions such as the impact of Q4 QRA part II on treasury and global sovereign debt markets, the resilience of the U.S. economy, Europe’s potential to narrow its grow…
00:07:29 |
Wed 30 Oct 2024
U.S. Liquidity, AI Spending, and Labor Market Resilience: Macro Insights and Strategies
This podcast episode dives into key macro questions, exploring the implications of the QRA signal on U.S. liquidity, the ongoing robustness of AI spending, and the resilience of the U.S. labor market…
00:04:26 |
Tue 29 Oct 2024
Macro Catalysts & REFLATION: A Weekly Market Overview
In this episode, the discussion centers on whether the upcoming barrage of macro and micro catalysts will disrupt consensus market narratives. Key topics include a packed U.S. economic calendar with …
00:04:35 |
Mon 28 Oct 2024
Big Tech Earnings and UK Budget: Impact on Global Markets
This podcast explores two major macro questions: Will big tech earnings drive the stock market beyond the upcoming election, and can the UK budget trigger turbulence in global sovereign debt markets?…
00:04:51 |
Thu 24 Oct 2024
Will Trump's Trade Derail the Stock Market? A Macro Analysis
This episode dives into the potential impact of Trump's tax and tariff policies on the global market, discussing rising interest rates, increased bond volatility, and tightening global liquidity as t…
00:07:35 |
Wed 23 Oct 2024
Will the Trump Trade Derail the Stock Market?
This podcast episode examines key macro questions surrounding the impact of Trump’s fiscal policies on both bond and equity markets. It discusses how factors such as the resilience of the U.S. econom…
00:07:41 |
Tue 22 Oct 2024
Global Macro Insights: Stimulus Measures, De-dollarization, and Market Outlook
This podcast episode dives into critical macro questions and market analysis. It covers China's anticipated fiscal stimulus to support its property market, the potential de-dollarization driven by BR…
00:04:58 |
Mon 21 Oct 2024
Macro Market Insights: China’s Stimulus, BOJ Strategy, and Portfolio Outlook
This podcast dives into key macro questions on the potential disappointment of China’s stimulus efforts for investors and economists, along with the impact of BOJ decisions on global bond market vola…
00:06:08 |
Fri 18 Oct 2024
Macro Market Update: Consumer Resilience & ECB Rate Moves
This episode explores key macro questions such as whether the U.S. consumer remains resilient and how the ECB’s recent rate cut might impact the global financial landscape. The discussion highlights …
00:07:35 |
Thu 17 Oct 2024
Consolidated Macro Summary: October 16, 2024
This episode dives into two key macro questions: whether the Fed continues its asymmetrically dovish reaction function and if Trump’s policy proposals could disrupt the current Goldilocks market regi…
00:06:00 |
Wed 16 Oct 2024
Macro Market Insights: Energy Dynamics, Corporate Profits & Election Impacts
This episode, dated October 15, 2024, dives into several key macro questions such as the future of the recent energy breakout amidst lack of geopolitical escalation, the outlook for U.S. corporate pr…
00:03:44 |
Tue 15 Oct 2024
China’s Stimulus and Global Macro Outlook
This podcast delves into China’s recent fiscal stimulus efforts and their broader macroeconomic implications. It highlights that while the Ministry of Finance's dovish guidance and incremental fiscal…
00:04:36 |
Mon 14 Oct 2024
Consolidated Summary - October 11, 2024
Key Macro Questions: Will accelerating inflation trigger an INFLATION Market Regime? Answers: The Cleveland Fed's trimmed median and mean CPI suggest a continuation of the 'sticky inflation' theme; t…
00:06:52 |
Fri 11 Oct 2024
Macro Market Update: Inflation, Earnings, and Fiscal Stimulus
This podcast explores several key macroeconomic questions. It examines whether U.S. inflation data supports a soft-landing agenda, if Q3 earnings can justify record high U.S. stocks, and to what exte…
00:04:41 |
Thu 10 Oct 2024
Macro Trends and Market Regimes: Fed Minutes, USD Strength, and Global Liquidity
This episode examines whether Fed Minutes and a strong US dollar could disrupt globally coordinated easing, detailing how recent commentary has maintained a dovish tone amid rising global liquidity. …
00:07:03 |
Wed 09 Oct 2024
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