Is fiscal policy still the key driver of the economy & asset markets? episode artwork

EPISODE · Jan 14, 2026 · 6 MIN

Is fiscal policy still the key driver of the economy & asset markets?

from The Macro Minute with Darius Dale · host 42 Macro

Today’s Macro Minute explains why fiscal policy, not Fed policy, remains the dominant driver of the economy and asset markets. Darius breaks down the sharp reacceleration in deficit spending, the implications for Treasury supply and Fed balance sheet involvement, and why fiscal dominance continues to underpin the Paradigm C regime despite rising political & market volatility.

Episode metadata supplied by the publisher feed · Published Jan 14, 2026

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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.

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Is fiscal policy still the key driver of the economy & asset markets?

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