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