EPISODE · Dec 10, 2025 · 11 MIN
Is today’s likely “hawkish cut” by the Fed already priced in?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s Macro Minute breaks down the Fed’s likely hawkish cut, why bonds have already priced it in while equities have not, and how a divided FOMC is complicating the policy outlook heading into 2026. We also highlight the growing importance of balance-sheet clarity amid rising funding stress and explain how KISS and Dr. Mo are navigating this choppy, catalyst-starved environment with discipline.
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 today’s likely “hawkish cut” by the Fed already priced in?
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