Will the Q4 GDP and December PCE data force the Fed to revise its reaction function? episode artwork

EPISODE · Feb 20, 2026 · 14 MIN

Will the Q4 GDP and December PCE data force the Fed to revise its reaction function?

from The Macro Minute with Darius Dale · host 42 Macro

Darius breaks down why the latest Q4 GDP and December PCE data are unlikely to force a shift in the Fed’s reaction function. He explains how the data reinforce the Resilient U.S. Economy, U-shaped recovery, and Sticky Inflation themes, while also walking through why systematic, two-sided risk management beats tools like trailing stops in a choppy macro regime.

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 Q4 GDP and December PCE data force the Fed to revise its reaction function?

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This episode was published on February 20, 2026.

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Darius breaks down why the latest Q4 GDP and December PCE data are unlikely to force a shift in the Fed’s reaction function. He explains how the data reinforce the Resilient U.S. Economy, U-shaped recovery, and Sticky Inflation themes, while also...

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