The Macro Minute with Darius Dale

Did the Fed signal enough to adequately support Paradigm C?


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On the heels of the Fed’s latest decision, Darius Dale explains why Powell’s modest easing marks the beginning of real support for Paradigm C. While the FOMC’s message was vague, the shift points toward higher trend inflation and a more growth-focused stance. Darius also tackles a client question on labor force participation, showing how millions of “missing workers” highlight the structural inequality at the core of this Fourth Turning — and why positioning with KISS and Dr. Mo keeps investors on the right side of market risk.
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The Macro Minute with Darius DaleBy 42 Macro