EPISODE · Oct 27, 2025 · 15 MIN
Is the coast now clear for a year-end performance chase?
from The Macro Minute with Darius Dale · host 42 Macro
Markets enter one of the most pivotal weeks of 2025. With U.S.–China trade breakthroughs, a likely Fed rate cut and QT pause, and a stacked lineup of Mag 7 earnings, the stage is set for a potential year-end performance chase. Darius Dale breaks down how liquidity, policy, and positioning are converging to extend the Goldilocks regime — and why KISS and Dr. Mo remain the disciplined roadmap for navigating what comes next.
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What this episode covers
The Macro Minute is a daily morning podcast of what 42 Macro Founder & CEO Darius Dale is seeing in the overnight markets and where he\'s focused before the US stock market open.
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Is the coast now clear for a year-end performance chase?
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