EPISODE · May 13, 2026 · 7 MIN
Is the US economy being run too hot, Pt. II?
from The Macro Minute with Darius Dale · host 42 Macro
Darius explains why the April PPI report reinforces 42 Macro’s long-standing Sticky Inflation theme and why rising bond issuance could eventually force a more hawkish Fed repricing. He also discusses the next phase of the AI trade, highlighting why financials, healthcare, and broader global equities may benefit as AI productivity gains diffuse throughout the economy.
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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 the US economy being run too hot, Pt. II?
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