EPISODE · May 5, 2026 · 6 MIN
Are we nearing the end of US exceptionalism in asset markets?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s Macro Minute breaks down why U.S. exceptionalism in asset markets is likely to persist despite mounting global disruptions. Darius Dale highlights how a combination of slowing growth, sticky inflation, and a tightening labor market is keeping the Fed on hold, while geopolitical stress—particularly around the Strait of Hormuz—is reshaping the global liquidity cycle.
What this episode covers
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.
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Are we nearing the end of US exceptionalism in asset markets?
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