EPISODE · Apr 17, 2025 · 11 MIN
Will the Fed HIKE rates during an economic downturn like an EM central bank?
from The Macro Minute with Darius Dale · host 42 Macro
This podcast episode explores whether the Fed could be compelled to hike rates during an economic downturn, drawing parallels to emerging market central banks. It reviews how defensive positioning and high-quality, low-beta assets are prioritized in a deflationary regime, details quantitative signals and portfolio strategies anchored by frameworks like KISS and Dr. Mo, and discusses key risks and opportunities amid geopolitical pressures and market dynamics.
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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Will the Fed HIKE rates during an economic downturn like an EM central bank?
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