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Thursday August 6, 2026
Is Treasury Secretary Bessent bailing out the market (again)?
In this episode, we explore why the Treasury's latest financing actions reinforce 42 Macro's long-standing thesis of a geopolitically driven supply-demand imbalance in the Treasury bond market. We also discuss how these policy measures are easing pressure on the Federal Reserve, why the Fed may still need to regain credibility with the bond market before pivoting dovish, and what those dynamics mean for investors navigating today's macro regime.
The Macro Minute Episodes
The Macro Minute
Thursday October 22, 2026
Is Investor Fatigue Catching Up With Big Tech?
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The Macro Minute
Wednesday October 21, 2026
SpaceX’s Results and Anthropic’s S-1 Filing Challenged the Risk-off INFLATION Regime
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The Macro Minute
Tuesday October 20, 2026
How Does Deteriorating Housing Data Affect the INFLATION Regime?
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The Macro Minute
Wednesday October 14, 2026
September CPI Revives Inflation Concerns
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The Macro Minute
Tuesday October 13, 2026
CXMT’s Breakthrough Threatens Global Chipmakers
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The Macro Minute
Monday October 5, 2026
The ISM Services Report Challenges the Consensus Outlook
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The Macro Minute
Friday October 2, 2026
The Fed Will Not Truncate This Business Cycle or Succeed in Its Price-Stability Mandate
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The Macro Minute
Thursday October 1, 2026
Can we trust the August PCE and Q2 GDP data regarding the health of the US economy?
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The Macro Minute
Wednesday September 30, 2026
Are we at peak good news regarding inflation?
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The Macro Minute
Tuesday September 29, 2026
Is the US labor market healthy?
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The Macro Minute
Monday September 28, 2026
Are Bessent and Zervos cooking up a Fed-Treasury Accord 2.0?
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The Macro Minute
Wednesday September 23, 2026
What must the US do to prevent losing to China in the manufactured “AI race,” part II?
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The Macro Minute
Tuesday September 22, 2026
Are asset markets on the precipice of a “Santa Trump” rally?
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The Macro Minute
Monday September 21, 2026
What must the US do to prevent losing to China in D.C. and Silicon Valley’s manufactured “AI race”? + Darius’s book recommendations
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The Macro Minute
Thursday September 17, 2026
Is the Fed serious about price stability?
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The Macro Minute
Wednesday September 16, 2026
Does the Kevin Warsh Fed want investors to buy stocks or bonds?
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The Macro Minute
Tuesday September 15, 2026
Can the US grow its way out of the “debt disease” if politics slow AI development?
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The Macro Minute
Monday September 14, 2026
Will the uptrend in global liquidity be sustained?
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The Macro Minute
Wednesday September 9, 2026
Is Secretary Bessent “the house” or a mere player at the casino?
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The Macro Minute
Tuesday September 8, 2026
Will the Fed, ECB, and BOJ cause problems for investors this fall?
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The Macro Minute
Thursday September 3, 2026
Will faster BOJ rate hikes trigger a correction in global stocks?
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The Macro Minute
Wednesday September 2, 2026
Can the current risk-on Market Regime condition survive 1-2 rate hikes?
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The Macro Minute
Tuesday September 1, 2026
Will Paradigm C, a.k.a. “Run It Hot” break the global bond market?
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The Macro Minute
Monday August 31, 2026
Will Bessent and Warsh introduce the “Fedsury” at the G20 this week?
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The Macro Minute
Thursday August 27, 2026
Will Fed Chair Warsh ruin NVIDIA’s profits party tomorrow?
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The Macro Minute
Wednesday August 26, 2026
Is our stock market bubble thesis intact?
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The Macro Minute
Tuesday August 25, 2026
Who’s right: Druckenmiller or Bessent?
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The Macro Minute
Monday August 24, 2026
Is Bessent’s Bridge long enough to prevent a deep correction in stocks, part III?
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The Macro Minute
Wednesday August 19, 2026
Will Republicans be forced to "tax the rich"?
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The Macro Minute
Tuesday August 18, 2026
Will increased competition for capital cause a correction in stocks?
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The Macro Minute
Tuesday August 11, 2026
Is the AI capex bubble’s increasing reliance on circular financing bullish or bearish?
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The Macro Minute
Monday August 10, 2026
Should investors be sanguine amid the transition from earnings season to macro season?
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The Macro Minute
Friday August 7, 2026
Will the labor market get left behind by the stock market on a permanent basis?
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The Macro Minute
Thursday August 6, 2026
Is Treasury Secretary Bessent bailing out the market (again)?
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The Macro Minute
Wednesday August 5, 2026
Is the US Treasury still supporting the 42 Macro Paradigm C Bull Market™?
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The Macro Minute
Tuesday August 4, 2026
Is the US labor market tight or loose?
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The Macro Minute
Thursday July 30, 2026
Is the US economy running hot or cold?
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The Macro Minute
Wednesday July 29, 2026
Are the hyperscalers too cheap to keep selling?
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The Macro Minute
Tuesday July 28, 2026
Does AI have a circular financing problem?
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The Macro Minute
Friday July 24, 2026
Is the global cost of capital too low?
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The Macro Minute
Thursday July 23, 2026
Why has Q2 earning season been a sell-the-news catalyst for AI stocks?
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The Macro Minute
Wednesday July 22, 2026
Does AI have a women and young people problem?
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The Macro Minute
Tuesday July 21, 2026
What's more likely: a short squeeze, correction, sustained recovery, or crash?
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The Macro Minute
Monday July 20, 2026
Will intensifying competition from China's low-cost AI competitors cause US hyperscalers to reassess their capital allocation decisions?
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The Macro Minute
Thursday July 16, 2026
Will the Kevin Warsh Fed be friend or foe in the years to come?
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The Macro Minute
Wednesday July 15, 2026
Is the Fed done with K-shaped monetary policy?
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The Macro Minute
Tuesday July 14, 2026
Should the Fed tighten monetary policy in 2026?
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The Macro Minute
Monday July 13, 2026
Will Q2 earnings season be a sell-the-news catalyst for stocks broadly?
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