EPISODE · Dec 5, 2025 · 9 MIN
What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?
from The Macro Minute with Darius Dale · host 42 Macro
Today’s episode breaks down the delayed September PCE Report, which reinforces both the Resilient U.S. Economy theme and our Sticky Inflation thesis. Darius also highlights emerging repo-market funding stress and why early Reserve Management Operation Purchases may now be on the table.
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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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What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?
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