EPISODE · Jul 1, 2026 · 8 MIN
Is Fed Chair Warsh’s sanguine take on US inflation dynamics appropriate?
from The Macro Minute with Darius Dale · host 42 Macro
Is Fed Chair Kevin Warsh too optimistic on inflation? Darius explains why peaking inflation is not the same as sticky inflation, how AI-driven capital spending and a tightening labor market are creating persistent core inflation pressures, and why investors may be underestimating the next major macro trade.
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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Is Fed Chair Warsh’s sanguine take on US inflation dynamics appropriate?
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