The Macro Minute | Oct 20, 2026: How Does Deteriorating Housing Data Affect the INFLATION regime? For daily updates, follow The Macro Minute on your favorite podcast platform.

The Weekly: Inflation Is Heating Up. Is the Fed Behind the Curve? 42macro.com/insights?utm_sou… Using the link below, sign up to receive @42Macro's latest complimentary Weekly Newsletter directly in your inbox today.

Every Investor Needs to Know This If They Want Their Portfolio to Survive the Next 5-10 Years Intact Enjoy these excerpts from our October 17, 2026, weekly Around the Horn webcast and our Oct-26 monthly Macro Scouting Report webcast in which we offer some of the supporting evidence for two of our core research views: 1) Running the economy hot (Paradigm C) will not successfully counter the Geopolitically Driven Supply–Demand Imbalance in the Treasury Bond Market and must be followed by money printing (Paradigm D); and 2) The AI capex bubble is highly likely to transition to a secular bear market.

The Weekly: Inflation Is Heating Up: Is the Fed Behind the Curve? 42macro.com/insights?utm_sou… This week’s renewed inflation pressure is complicating the outlook for monetary policy and risk assets, while The Fed remains committed to keeping investors guessing as to what comes next. Using the link below, subscribe to @42Macro's complimentary Weekly newsletter to receive our latest insights directly in your inbox this weekend:

The Macro Minute | Oct 14, 2026: September CPI Revives Inflation Concerns For daily updates, follow The Macro Minute on your favorite podcast platform.

Mid-Week Briefing: September CPI Data Strongly Challenges the Consensus Forecast of Slowing Inflation 42macro.com/mid-week-briefin… September’s CPI report came in hotter than expected overall, reviving concerns that inflation may be regaining momentum. Enjoy this week's Mid-Week Brief here:

The Macro Minute | Oct 13, 2026: CXMT’s Breakthrough Threatens Global Chipmakers For daily updates, follow The Macro Minute on your favorite podcast platform.

Here’s What You Need to Know RE: Fed-Treasury Accord 2.0 Watch this excerpt from our October 2, 2026, weekly Around the Horn webcast to learn why we believe @SecScottBessent, Fed Chair Warsh, and Treasury Advisor @DavidZervosDC are likely working to establish greater coordination between the US monetary and fiscal authorities. A Fed-Treasury Accord 2.0 may feature Fed RMP as unlimited funding for TGA-funded buybacks in defense of the Fed's congressionally mandated third objective: moderate long-term interest rates.

Could a Fed-Treasury Accord 2.0 Be Taking Shape? 42macro.com/could-a-fed-trea… On October 1st hosted by @RiggsReport on @FoxBusiness, @DariusDale42 discussed why rising Treasury yields may force greater coordination between the Fed and Treasury, and potentially produce a “Fed-Treasury Accord 2.0.” If you missed the discussion last week, here are three key takeaways:

The Macro Minute | Oct 5, 2026: The ISM Services Report Challenges the Consensus Outlook For daily updates, follow The Macro Minute on your favorite podcast platform.

These Three Words Separate the World’s Best Investors from Everyone Else Watch this excerpt from our October 2, 2026, weekly Around the Horn webcast to learn this life-changing hack for compounding desirable returns in financial markets.

The Macro Minute | Oct 2, 2026: The Fed will not truncate this business cycle or succeed on its price-stability mandate. For daily updates, follow The Macro Minute on your favorite podcast platform.

The Monthly: Will Higher Bond Yields Overpower a Resilient U.S. Economy? 42macro.com/insights?utm_sou… September left investors navigating two competing realities: one of the most supportive macro backdrops for risk assets in decades and mounting pressure in the global bond market. Using the link below, sign up for our complimentary Monthly newsletter to be delivered directly in your inbox this weekend:

US Markets Open Higher as Jobs Growth Slows This morning, @DariusDale42 joined @BizFleury on @BBCWorld to explain why September’s jobs report supports 42 Macro’s Jobless Recovery theme: economic growth remains strong, but the labor market continues to fall behind. With rising bond yields increasingly driven by a structural supply-demand imbalance in the Treasury-Bond market, greater coordination between the Fed and Treasury may be coming. Watch the full appearance here:

Here's How The U.S.-Canada Trade War Could Impact Your Investments forbes.com/sites/investor-hu… @DariusDale42 was featured in the latest @Forbes article, where he discussed how the U.S.–Canada trade war may affect investors. Tariffs are “designed to engineer an imported-goods supply shock,” while the domestic production needed to offset higher prices remains untested and could take years to develop. You can read the full article here:

The Macro Minute | Oct 1, 2026: Can we trust the August PCE and Q2 GDP data regarding the health of the US economy? For daily updates, follow The Macro Minute on your favorite podcast platform.

Will Rising Treasury Yields Trigger a Fed-Treasury Accord 2.0? @DariusDale42 joined @realseanhagan and @GraceRemiTV on @BitcoinMagazine to explain why rising Treasury yields may pull forward a “Fed-Treasury Accord 2.0” and accelerate the transition toward “Default via Debasement.” Darius also discussed why declining funding-market liquidity could create near-term volatility for Bitcoin and other risk assets, even if the resulting policy response ultimately sends asset prices higher. If you missed the discussion, watch the full appearance here:

Are Bessent, Warsh, and Zervos Cooking Up a Fed-Treasury Accord 2.0? This morning, @DariusDale42 joined @RiggsReport on @FoxBusiness to explain why rising Treasury yields may force greater coordination between the Fed and Treasury, and potentially produce a “Fed-Treasury Accord 2.0.” While bond-market pressure creates near-term risks, the resulting policy response could support a much more constructive market outlook in 2027 and 2028. Watch the full appearance here:

The Macro Minute | Sep 30, 2026: Are we at peak good news regarding inflation? For daily updates, follow The Macro Minute on your favorite podcast platform.