U.S. Economy Outlook: Navigating Between No Landing and Soft Landing

from The Macro Minute with Darius Dale · host 42 Macro

This podcast dives into the latest November data, highlighting strong retail and auto sales versus weaker industrial production, and discusses how this divergence points to a 'No Landing' scenario for the U.S. economy despite mixed signals. The discussion covers portfolio strategy, quantitative signals like the VAMS, market regime insights, and potential risks such as liquidity disruptions and fiscal challenges. Additionally, the podcast explores tactical asset allocation and examines the implications of TGA spend-down trends for Q1 2025 amid evolving Fed policy.

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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U.S. Economy Outlook: Navigating Between No Landing and Soft Landing

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This episode is 4 minutes long.

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This episode was published on December 17, 2024.

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