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The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

Von: 42 Macro
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 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.Copyright 2026 All rights reserved. Persönliche Finanzen Ökonomie
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  • Will the Q4 GDP and December PCE data force the Fed to revise its reaction function?

    Will the Q4 GDP and December PCE data force the Fed to revise its reaction function?
    Feb 20 2026
    Darius breaks down why the latest Q4 GDP and December PCE data are unlikely to force a shift in the Fed’s reaction function. He explains how the data reinforce the Resilient U.S. Economy, U-shaped recovery, and Sticky Inflation themes, while also walking through why systematic, two-sided risk management beats tools like trailing stops in a choppy macro regime.
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    15 Min.
  • Is the Fed gearing up for a hawkish pivot?

    Is the Fed gearing up for a hawkish pivot?
    Feb 19 2026
    In today's Macro Minute, Darius debates whether the Fed is quietly setting up for a hawkish pivot after subtle changes in recent FOMC guidance. While a sustained tightening shift appears unlikely, the Powell Fed’s uneven inflation track record keeps policy risk elevated. He also explains why investors should focus on capturing market beta and managing regime risk — not chasing tactical factor rotations — in this phase of the cycle.
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    16 Min.
  • When will global equities stop outperforming US equities?

    When will global equities stop outperforming US equities?
    Feb 18 2026
    Today, Darius unpacks why global equities continue to outperform the U.S. and why that trend may persist longer than many expect. He explains how cooling risk appetite toward mega-cap AI names, renewed European fiscal momentum, and a structurally dovish Fed under a jobless recovery framework are driving cross-border capital rotation.
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    12 Min.
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