EPISODE · Apr 21, 2026 · 6 MIN
What matters most to asset markets—March Retail Sales, Kevin Warsh’s testimony, or the US-Iran ceasefire?
from The Macro Minute with Darius Dale · host 42 Macro
Markets continue to look through headlines and focus on the bigger picture, as resilient economic data and improving liquidity conditions reinforce a risk-on regime. In this episode, we break down why regime shifts—not individual catalysts—are what truly drive asset prices.
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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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What matters most to asset markets—March Retail Sales, Kevin Warsh’s testimony, or the US-Iran ceasefire?
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