EPISODE · Nov 18, 2025 · 16 MIN
Why are risk assets correcting?
from The Macro Minute with Darius Dale · host 42 Macro
Risk assets are under pressure as the Fed falls further behind the interest-rate and repo-liquidity curves. Home Depot’s warning on big-ticket spending, softening labor-market signals, and shutdown-delayed data have all tightened the macro weather. With crowded positioning elevated and rate-cut odds slipping below 50%, markets face growing near-term turbulence.
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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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Why are risk assets correcting?
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