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Are markets adequately pricing in regime change at the Fed?
Episode 179
Published 1 year, 2 months ago
Description
Darius breaks down the Fed regime shift taking shape as Trump insiders float ultra-dovish replacements for Powell. He explains how this fuels right-tail risk for assets and downside for the dollar. Plus, clients weigh in on custom KISS portfolios—showing how 42 Macro’s signals help tailor risk with precision.