EPISODE · Dec 18, 2025 · 7 MIN
Will the November CPI report catalyze the much-anticipated Santa Claus rally?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale breaks down whether the November CPI report can ignite a long-awaited Santa Claus rally — and why distorted inflation data may be strengthening the case for policy easing in early 2026. He also highlights the growing divergence between slowing inflation and rising labor-market risks, reinforcing 42 Macro’s view that a more accommodative Fed reaction function is taking shape. Tune in for the key insights driving markets into year-end.
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 November CPI report catalyze the much-anticipated Santa Claus rally?
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