The Macro Minute with Darius Dale
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Will the Q4 GDP and December PCE data force the Fed to revise its reaction function?
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.
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