EPISODE · Mar 19, 2026 · 17 MIN
Will central banks look through the global energy supply shock?
from The Macro Minute with Darius Dale · host 42 Macro
Will central banks look through the global energy supply shock? In today’s Macro Minute, Darius explains why the answer is yes—for now—but with a key caveat: policymakers are turning marginally more hawkish, meaning investors should not expect a safety net if conditions deteriorate. Despite resilient growth and accelerating AI-driven productivity, sticky inflation and rising policy uncertainty are tightening the margin for error.
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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Will central banks look through the global energy supply shock?
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