Is the Fed making another policy mistake?
- Author
- 42 Macro
- Published
- Fri 01 Aug 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=647e7150f7594aa9836d4af5dd9474f9&utm_campaign_id=podcast&content=mm_2025-08-01&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius Dale breaks down why the Fed’s latest stance could mark yet another policy mistake—risking tighter financial conditions in a U-shaped economy that still supports rate cuts. He explains the implications for growth, inflation, and market positioning, and why erosion of Fed independence could shape asset market opportunities in the months ahead.
