Darius joined Merella Fernandez of Bloomberg to discuss why investors should look past the noise of the government shutdown and focus on the real story: the growing need for – and rising probability of – structural regime change at the Fed.

The Powell Fed’s K-shaped monetary policy has disproportionately harmed households and businesses on the bottom of the K, increasing the likelihood that the next Fed chair guides policy toward a more growth-supportive policy mix in the coming quarters.

While markets remain resilient, our models indicate a high risk of a correction in the near term as the positioning cycle is now exhibiting a dangerous degree of crowded bullish positioning.

Investors can rely on 42 Macro’s institutional-grade risk management overlays to help navigate these risks with discipline and confidence.

To unlock actionable, hedge-fund-caliber investment insights, visit:
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