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Insights

Understand the current market trends with the latest news, strategies, and analysis.
Global Markets 3 mins
02/13/2025

The Five-Year Countdown: How AI Will Dramatically Reshape The Economy And Asset Markets

Darius recently joined David Lin to discuss the impact of tariffs, the outlook for inflation, the role of gold in our KISS Portfolio Construction Process, and more.

If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: 

1. How Are Tariffs Likely To Impact Asset Markets In 2025?

We believe China is likely to respond to tariffs by significantly devaluing the yuan, which carries profound implications for global asset markets. Historically, when China devalues the yuan, other major economies follow suit with…

Global Markets 3 mins
01/21/2025

Conditions Are In Place For Market Crash In 2025

Darius recently joined David Lin to discuss the impact of tariffs, the outlook for inflation, the role of gold in our KISS Portfolio Construction Process, and more.

Global Markets 3 mins
01/17/2025

What Are The Key Risks To Asset Markets In 2025?

Darius recently joined Maggie Lake to break down the key risks to asset markets in 2025, the outlook for inflation,  investor positioning insights from the 42 Macro Positioning Model, and more.

US Economy 3 mins
01/08/2025

Bitcoin And Stocks Are In For A Wild 2025

Darius recently joined Anthony Pompliano to discuss the outlook for global liquidity, the influence of the U.S. dollar on global liquidity, the potential economic impact of Trump administration immigration policies, and more.

If you missed the interview, here are the three most important takeaways from the conversation that have significant implications for your portfolio: 

1. What Is The Outlook For Global Liquidity?

At 42 Macro, we track global liquidity using our Global Liquidity Proxy, which aggregates global central bank balance sheets, global broad money supply, and global FX reserves (excluding…

US Markets 2 mins
12/31/2024

Here’s Why 2025 Will Be A Tricky Year For Investors

Darius joined Cheryl Casone on Fox Business to discuss the current risk-on Market Regime, the medium-term drivers of asset markets, the impact of upcoming fiscal and regulatory policy changes, and more.

US Economy 3 mins
12/20/2024

What Must Be Done To Prevent DOGE From Failing?

Darius recently sat down with FFTT Founder and President Luke Gromen to discuss how U.S. marketable treasury market dynamics have shifted over recent years, the likelihood of a meaningful reduction in the federal budget deficit in this Fourth Turning, and more.

If you missed the interview, here are the two most important takeaways from the conversation that have significant implications for your portfolio: 

1. How Have Changes In Ownership Structure Contributed To Price And Yield Dynamics In The Treasury Market?

At 42 Macro, one of the ways we analyze the marketable U.S. Treasury market is by…

Global Macro 3 mins
12/05/2024

Decoding The Macro Puzzle

Darius recently joined Sebastian Purcell on Real Vision to discuss how to utilize key economic cycles to anticipate Market Regime shifts, our “Resilient US Economy” theme, global liquidity, and much more.

US Markets 2 mins
11/22/2024

Will Risk Assets Power Ahead Into And Through Year End?

Darius recently joined Paul Barron on the Paul Barron Network, where they discussed 42 Macro’s three bullish fundamental themes, the key economic cycles that lead asset markets, and more.