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How will markets respond to the stagflationary shocks of the US potentially joining the Israeli-Iran war and pending section 232 tariffs? Will the Fed kick start a chain reaction that accelerates de-dollarization today?

Author
42 Macro
Published
Wed 18 Jun 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=4523049e976442f5a29b1fd4853f17d0&utm_campaign_id=podcast&content=mm_2025-06-18&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

Darius Dale breaks down the market implications of rising stagflationary risks—including U.S. military posturing in the Middle East and the Trump administration’s pending Section 232 tariffs. He also explores the potential for accelerated de-dollarization following today’s FOMC meeting and the looming question of who might replace Jay Powell as Fed Chair. Plus, a heartfelt message from a longtime listener sparks a candid reflection on authenticity, identity, and walking the fine line between rigor and relatability in macro strategy.

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