EPISODE · Dec 1, 2025 · 13 MIN
Will the BOJ spoil the widely anticipated Santa Claus rally?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s Macro Minute breaks down whether the BOJ could derail the year-end rally. Darius explains why a hawkish surprise remains unlikely—even as JGB yields hit their highest levels since 2008. He covers the ripple effects across global fixed income, crypto’s drag on sentiment, and why systematic frameworks like KISS and Dr. Mo remain essential in navigating rising volatility. Plus, he shares his top book recommendations for investors refining their process.
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 the BOJ spoil the widely anticipated Santa Claus rally?
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