EPISODE · Feb 18, 2026 · 11 MIN
When will global equities stop outperforming US equities?
from The Macro Minute with Darius Dale · host 42 Macro
Today, Darius unpacks why global equities continue to outperform the U.S. and why that trend may persist longer than many expect. He explains how cooling risk appetite toward mega-cap AI names, renewed European fiscal momentum, and a structurally dovish Fed under a jobless recovery framework are driving cross-border capital rotation.
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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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When will global equities stop outperforming US equities?
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