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Wednesday February 18, 2026
When will global equities stop outperforming US equities?
Today, Darius unpacks why global equities continue to outperform the U.S. and why that trend may persist longer than many expect. He explains how cooling risk appetite toward mega-cap AI names, renewed European fiscal momentum, and a structurally dovish Fed under a jobless recovery framework are driving cross-border capital rotation.
The Macro Minute Episodes
The Macro Minute
Thursday February 26, 2026
Will investors reward stellar results from NVIDIA $NVDA?
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The Macro Minute
Wednesday February 25, 2026
Did President Trump crack the door open for President AOC?
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The Macro Minute
Tuesday February 24, 2026
Can the stock market perform well if AI permanently impairs the labor market?
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The Macro Minute
Monday February 23, 2026
Will President Trump continue to lash out and pivot the US economy back to [bearish] Paradigm B?
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The Macro Minute
Friday February 20, 2026
Will the Q4 GDP and December PCE data force the Fed to revise its reaction function?
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The Macro Minute
Thursday February 19, 2026
Is the Fed gearing up for a hawkish pivot?
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The Macro Minute
Wednesday February 18, 2026
When will global equities stop outperforming US equities?
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The Macro Minute
Tuesday February 17, 2026
What matters more, AI disruption or bank deregulation?
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The Macro Minute
Friday February 13, 2026
Will inflation cause asset markets to devolve from violent chop into a violent drawdown?
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The Macro Minute
Thursday February 12, 2026
What do the January Jobs Report, January NFIB Small Business Optimism Survey, and January Monthly Treasury Budget Statement signal about the health of the US economy?
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The Macro Minute
Friday February 6, 2026
Has the crypto collapse concluded?
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The Macro Minute
Wednesday February 4, 2026
Is the US Treasury still friend or foe?
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The Macro Minute
Tuesday February 3, 2026
What does the breakdown in legacy software stocks signal about the US labor market?
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The Macro Minute
Monday February 2, 2026
Have the plunges in precious metals prices concluded?
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The Macro Minute
Thursday January 29, 2026
Is the productivity story more important than the Fed?
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The Macro Minute
Wednesday January 28, 2026
Will the Fed continue to ease monetary policy in 2026?
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The Macro Minute
Tuesday January 27, 2026
Should investors chase the bearish trend in the US dollar?
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The Macro Minute
Friday January 23, 2026
Will the BOJ blow up the 42 Macro Paradigm C bull market?
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The Macro Minute
Thursday January 22, 2026
What is the true health of the US economy?
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The Macro Minute
Wednesday January 21, 2026
Are the US and Europe breaking up?
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The Macro Minute
Tuesday January 20, 2026
Is it time to “sell America” again?
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The Macro Minute
Wednesday January 14, 2026
Is fiscal policy still the key driver of the economy & asset markets?
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The Macro Minute
Tuesday January 13, 2026
Will the inflation cycle continue to behave?
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The Macro Minute
Monday January 12, 2026
Is this the beginning of the end for Fed Chair Powell, Fed independence, President Trump’s political influence, and the Congressional majority enjoyed by the Republican Party?
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The Macro Minute
Friday January 9, 2026
What does the December Jobs Report signal about the rising probability of UBI?
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The Macro Minute
Wednesday January 7, 2026
Is the US labor market still deteriorating?
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The Macro Minute
Tuesday January 6, 2026
Why should investors care about Venezuela?
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The Macro Minute
Wednesday December 31, 2025
Will Wall Street catch up to Main Street in performance terms in 2026?
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The Macro Minute
Tuesday December 30, 2025
Is now a good time to buy or sell a home?
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The Macro Minute
Monday December 29, 2025
Has the secular bear market in stocks begun already?
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The Macro Minute
Wednesday December 24, 2025
Is Treasury Secretary Bessent right about the future of the Fed?
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The Macro Minute
Tuesday December 23, 2025
Is the US growth cycle helping or hurting the 42 Macro Paradigm C bull market?
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The Macro Minute
Monday December 22, 2025
How does the BOJ’s revised policy setting impact investors around the world?
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The Macro Minute
Thursday December 18, 2025
Will the November CPI report catalyze the much-anticipated Santa Claus rally?
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The Macro Minute
Tuesday December 16, 2025
Does the US labor market support the Fed’s revised reaction function?
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The Macro Minute
Thursday December 11, 2025
Did the Fed just kickstart Paradigm D?
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The Macro Minute
Wednesday December 10, 2025
Is today’s likely “hawkish cut” by the Fed already priced in?
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The Macro Minute
Tuesday December 9, 2025
Will the Fed sacrifice Main Street to save Wall Street (again)?
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The Macro Minute
Monday December 8, 2025
How will markets navigate a divided Fed?
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The Macro Minute
Friday December 5, 2025
What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?
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The Macro Minute
Wednesday December 3, 2025
What do the latest key high-frequency economic data signal about the health of the US and global economies?
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The Macro Minute
Tuesday December 2, 2025
Will the intensifying debate over the level of r-star disrupt timing Fed liquidity?
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The Macro Minute
Monday December 1, 2025
Will the BOJ spoil the widely anticipated Santa Claus rally?
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The Macro Minute
Wednesday November 26, 2025
What are “Reserve Management Operation Purchases,” and when will investors be gifted this latest form of socialism for the rich?
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The Macro Minute
Tuesday November 25, 2025
How is the US economy performing?
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The Macro Minute
Monday November 24, 2025
Will the Fed engineer the Santa Claus rally that everyone is already positioned for?
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The Macro Minute
Thursday November 20, 2025
Is the US labor market getting better or worse?
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The Macro Minute
Wednesday November 19, 2025
Why are crypto and commodities breaking down?
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