Will this week’s key macro and micro data derail asset markets?

This week, the focus is on delayed economic data and major earnings reports that could shake up the markets. Darius explores the implications of rising Fed rates and how traders are adjusting their strategies. He dissects earnings from major companies, linking them to shifts in AI investment trends. The conversation also touches on balancing corporate credit with risk management, highlighting type one and type two errors in investing. Darius challenges listeners to reconsider how they navigate market signals amidst growing economic uncertainty.