Episode 04: Are Higher Rates The New Normal? With Darius Dale

from Maggie Lake Talking Markets · host Mags

US Treasury bond yields continue to rise and US stocks are under pressure as investors worry the Fed may be done cutting rates. Are higher rates here to stay? Maggie Lake sits down with Darius Dale, Founder of 42 Macro, to preview the inflation data due out this week and what it might mean for Fed policy. They'll also talk about what Darius means when he says investors need to beware the triple S'es - size, sequence and scope. You can find more of Darius's work here: https://42macro.com/?utm_source=youtu... Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake 00:00 - Introduction: Darius Dale on 2025 Market Challenges 00:30 - Wide and Widening Economic Outcomes: What Lies Ahead 02:28 - Sticky Inflation: Why the Fed’s 2% Target Is Unlikely 05:49 - Policy Shifts Under the Trump Administration: Risks and Opportunities 09:59 - The Impact of Labor Costs and Productivity on Inflation 14:12 - Treasury Financing Policies and Market Volatility 18:49 - Global Debt Refinancing Needs in 2025 21:39 - Inflation and the Bond Market: Are Higher Rates Sustainable? 26:31 - Economic System vs. Market System: Can They Handle Higher Rates? 30:20 - Preparing for a Volatile Year: Investor Risk Management Strategies *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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This episode was published on January 13, 2025.

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