Are markets adequately pricing in regime change at the Fed?
- Author
- 42 Macro
- Published
- Wed 16 Jul 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=faec08e81bb3493cb3a3e5f9f9e98822&utm_campaign_id=podcast&content=mm_2025-07-16&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
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.
