EPISODE · Jan 13, 2026 · 8 MIN
Will the inflation cycle continue to behave?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s Macro Minute breaks down why December CPI supports continued disinflation—but not faster Fed cuts—while a softening labor market keeps the inflation cycle on track. Darius explains why 2026 is shaping up as a year of market broadening beyond crowded AI trades, with financials and homebuilders emerging as key real-economy beneficiaries.
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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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Will the inflation cycle continue to behave?
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