『The Macro Minute with Darius Dale』のカバーアート

The Macro Minute with Darius Dale

The Macro Minute with Darius Dale

著者： 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. 個人ファイナンス 経済学
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  • CXMT’s Breakthrough Threatens Global Chipmakers

    CXMT’s Breakthrough Threatens Global Chipmakers
    2026/10/13
    Darius explains how CXMT’s reported chip breakthrough is challenging the global semiconductor bull case, examines growing concerns surrounding the scale and financing of the AI buildout, and discusses why a potential Fed-Treasury Accord 2.0 could eventually support long-duration bonds.
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    6 分
  • The ISM Services Report Challenges the Consensus Outlook

    The ISM Services Report Challenges the Consensus Outlook
    2026/10/05
    Today’s Macro Minute breaks down why the latest ISM Services and Factory Orders data challenged consensus expectations for accelerating growth and slowing inflation, while rising fiscal concerns in France add pressure to global bond markets. Darius also explains why recent weakness in private credit appears more technical than a signal of broader credit-cycle or recession risk.
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    7 分
  • The Fed Will Not Truncate This Business Cycle or Succeed in Its Price-Stability Mandate

    The Fed Will Not Truncate This Business Cycle or Succeed in Its Price-Stability Mandate
    2026/10/02
    Darius explains why September’s labor data reinforces 42 Macro’s Jobless Recovery theme, how the Fed’s expected policy path could pressure markets in the near term, and why any resulting pullback may ultimately create a buying opportunity.
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    4 分
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