EPISODE · Nov 11, 2025 · 7 MIN
The shutdown is ending; why aren’t risk assets appreciating?
from The Macro Minute with Darius Dale · host 42 Macro
Today, Darius unpacks why the end of the U.S. government shutdown isn’t translating into market gains. He explains that the real story isn’t fiscal gridlock—it’s the Powell Fed’s ongoing policy mistake. With small business data signaling deepening weakness and the labor market deteriorating beneath the surface, he cautions that investors should disciplined within 42 Macro’s systematic frameworks, KISS and Dr. Mo.
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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The shutdown is ending; why aren’t risk assets appreciating?
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