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Wednesday April 9, 2025
Is the U.S. Heading into an Emerging Market-Style Crisis?
In this episode, 42 Macro explores the possibility that a breakdown in U.S. Treasury markets could force the Federal Reserve into quantitative easing. The discussion covers a regime shift marked by Treasury stress, strategic portfolio positioning with heavy cash and gold allocations, and various quantitative models indicating a deflationary risk-off environment. Listeners will gain insights into market signals, risks of a delayed policy response, and opportunities that arise as global investors reassess the safety of U.S. debt.
The Macro Minute Episodes
The Macro Minute
Monday April 28, 2025
What does a “W-shaped market in a U-shaped economy” mean?
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The Macro Minute
Thursday April 24, 2025
Can risk assets achieve escape velocity without QE?
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The Macro Minute
Wednesday April 23, 2025
Did the Trump Administration Abandon Main Street?
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The Macro Minute
Tuesday April 22, 2025
Macro Analysis: Is It Time to Buy the Dip?
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The Macro Minute
Monday April 21, 2025
Will Trump’s Policy Missteps Spark a Balance of Payments Crisis in the US?
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The Macro Minute
Thursday April 17, 2025
Will the Fed HIKE rates during an economic downturn like an EM central bank?
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The Macro Minute
Wednesday April 16, 2025
Will risk assets retest the lows?
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The Macro Minute
Tuesday April 15, 2025
Is Trump Catalyzing a Golden Age for Non-US Assets and Gold?
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The Macro Minute
Monday April 14, 2025
Is President Trump Losing His Trade War?
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The Macro Minute
Friday April 11, 2025
Is this the beginning of the end of the U.S.’s exorbitant privilege?
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The Macro Minute
Thursday April 10, 2025
Did the bond market break President Trump?
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The Macro Minute
Wednesday April 9, 2025
Is the U.S. Heading into an Emerging Market-Style Crisis?
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The Macro Minute
Tuesday April 8, 2025
Tradeable Low or Market Bottom—Round II?
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The Macro Minute
Thursday April 3, 2025
Technical recession or actual recession?
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The Macro Minute
Wednesday April 2, 2025
Will Liberation Day Make America Wealthy Again at the Expense of Global Wall Street?
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The Macro Minute
Tuesday April 1, 2025
Tradable Low or Durable Bottom? Macro Insights on Recent Market Reversal
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The Macro Minute
Monday March 31, 2025
Will Trump’s ‘Liberation Day’ Transform Global Trade Policy?
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The Macro Minute
Friday March 28, 2025
Will tax cuts bail out the slowing U.S. economy?
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The Macro Minute
Thursday March 27, 2025
Revisiting the Trump Put: Macro Implications and Portfolio Strategies
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The Macro Minute
Wednesday March 26, 2025
Navigating a Complex Macroeconomic Landscape
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The Macro Minute
Tuesday March 25, 2025
Macro Market Outlook: Tariffs, Inflation, and Earnings Risks
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The Macro Minute
Monday March 24, 2025
Evaluating the 'Trump Put' and Tariff Strategies in Today's Market
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The Macro Minute
Thursday March 20, 2025
Fed Liquidity, SLR Adjustments, and the QE Debate
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The Macro Minute
Wednesday March 19, 2025
Consensus Offsides: AI Innovations, BOJ Policy, and Fed Strategy
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The Macro Minute
Tuesday March 18, 2025
Is the Rotation into European Assets Durable?
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The Macro Minute
Monday March 17, 2025
Navigating the U.S. Fiscal Adjustment: Short & Shallow or Protracted & Painful?
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The Macro Minute
Friday March 14, 2025
Global Debt Refinancing and Liquidity Dynamics
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The Macro Minute
Thursday March 13, 2025
Underestimated Impact of Fiscal Retrenchment on U.S. Growth
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The Macro Minute
Wednesday March 12, 2025
Trump’s Trade Policies, QE Outlook & Global Debt Risks
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The Macro Minute
Tuesday March 11, 2025
Is U.S. Exceptionalism Dead? Evaluating Macro Trends and Market Strategies
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The Macro Minute
Monday March 10, 2025
Navigating the U.S. Economic Transition: From Paradigm A to Paradigm B
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The Macro Minute
Friday March 7, 2025
Navigating Macro Policy Shifts: Portfolio Strategies in a Deflationary Environment
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The Macro Minute
Thursday March 6, 2025
Navigating Global Macro Trends Amid Stagflation and Deflation Risks
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The Macro Minute
Wednesday March 5, 2025
Trump’s Economic Overhaul: Gold Card Visa & Market Implications
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The Macro Minute
Tuesday March 4, 2025
U.S. Trade Tariffs Escalate: Risks, Strategies & Market Impacts
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The Macro Minute
Monday March 3, 2025
Macro Minute: Trump's Tariff Strategy and Global Financial Risks
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The Macro Minute
Thursday February 27, 2025
Will DOGE Achieve Deficit Reduction? Fiscal Challenges and Investment Strategies
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The Macro Minute
Wednesday February 26, 2025
Macro Market Analysis: NVIDIA Earnings & Economic Trends
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The Macro Minute
Tuesday February 25, 2025
Macro Minute / Leadoff Morning Note
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The Macro Minute
Monday February 24, 2025
Macro & Market Outlook: Reflation, Liquidity, and Risk Assets
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The Macro Minute
Thursday February 20, 2025
US Debt Limit, Asset Markets, and Portfolio Strategy Insights
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The Macro Minute
Wednesday February 19, 2025
Navigating a Reflationary Market: Signal-Based Trading and Portfolio Strategies
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The Macro Minute
Thursday February 13, 2025
U.S. Dollar Under Pressure: Global Risk Assets and Fiscal Challenges
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The Macro Minute
Wednesday February 12, 2025
Macro Outlook: Inflation, Fed Policy, and Market Strategy
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The Macro Minute
Thursday February 6, 2025
US Treasury Financing Policy, Liquidity, and Market Outlook
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The Macro Minute
Wednesday February 5, 2025
Navigating Macro Uncertainty: Balancing Risk-On and Risk-Off Strategies
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The Macro Minute
Tuesday February 4, 2025
Tariffs as a Structural Policy Choice: Reshaping Global Trade
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The Macro Minute
Friday January 31, 2025
U.S. Economic Outlook: Tariffs, Macro Trends & Portfolio Strategies
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The Macro Minute
Thursday January 30, 2025
Navigating AI's Macro Impact: Inflation, Portfolio Strategies, and Global Risks
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