EPISODE · Apr 9, 2025 · 9 MIN
Is the US heading into another emerging crisis that forces the Fed to supply QE?
from The Macro Minute with Darius Dale · host 42 Macro
In this episode, 42 Macro explores the possibility that a breakdown in U.S. Treasury markets could force the Federal Reserve into quantitative easing. The discussion covers a regime shift marked by Treasury stress, strategic portfolio positioning with heavy cash and gold allocations, and various quantitative models indicating a deflationary risk-off environment. Listeners will gain insights into market signals, risks of a delayed policy response, and opportunities that arise as global investors reassess the safety of U.S. debt.
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 US heading into another emerging crisis that forces the Fed to supply QE?
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