How is the US consumer faring amid the latest adverse policy shock? episode artwork

EPISODE · May 28, 2026 · 6 MIN

How is the US consumer faring amid the latest adverse policy shock?

from The Macro Minute with Darius Dale · host 42 Macro

Today’s Macro Minute explores why the U.S. consumer continues to defy recession fears despite persistent policy shocks. Darius Dale breaks down 42 Macro’s “West Village-Montauk Effect” thesis, highlighting how elevated household savings continue to support above-trend consumption and economic resilience.

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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How is the US consumer faring amid the latest adverse policy shock?

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This episode is 6 minutes long.

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This episode was published on May 28, 2026.

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Today’s Macro Minute explores why the U.S. consumer continues to defy recession fears despite persistent policy shocks. Darius Dale breaks down 42 Macro’s “West Village-Montauk Effect” thesis, highlighting how elevated household savings continue to...

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