2456: 42 Macro: Interest Rate Realities and the Federal Reserve Strategy

Jason features Darius Dale, founder of 42 Macro, who provides a sophisticated analysis of the current economic landscape and its impact on interest rates. Dale argues that investors expecting mortgage rates to decline significantly will be disappointed, as structural shifts in global savings and a move toward easier monetary policy may perversely drive long-term yields higher. He introduces the concept of “play action pass” […]

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