Will the Fed spoil the good times soon? episode artwork

EPISODE · Jul 6, 2026 · 6 MIN

Will the Fed spoil the good times soon?

from The Macro Minute with Darius Dale · host 42 Macro

Darius explains why markets may be underestimating the risk of tighter Fed balance sheet policy, why sticky inflation remains the more important trade ahead, and how Kevin Warsh's shift away from forward guidance reinforces the importance of data-driven investing and disciplined risk management.

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 spoil the good times soon?

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This episode is 6 minutes long.

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This episode was published on July 6, 2026.

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Darius explains why markets may be underestimating the risk of tighter Fed balance sheet policy, why sticky inflation remains the more important trade ahead, and how Kevin Warsh's shift away from forward guidance reinforces the importance of...

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