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What do the corrections in gold and crypto signal about the durability of our Paradigm C bull market?
Episode 227
Published 11 months, 1 week ago
Description
Darius Dale explains why the Federal Reserve’s balance sheet—not just interest rates—remains the key driver of monetary policy tightness. Despite restrictive conditions, 42 Macro’s models continue to signal that the U-shaped economy is bottoming, with rate cuts expected next week and again in December. Paradigm C remains intact as liquidity expansion and monetary easing set the stage for the next leg of the bull market.