Will the Fed engineer the Santa Claus rally that everyone is already positioned for?

In this discussion, Darius explores whether the Fed can ignite a year-end rally amidst stalled data and a backward-looking approach. He delves into the challenges posed by recent data delays and emphasizes the importance of systematic risk management in uncertain times. Key economic indicators, like retail sales and jobless claims, take center stage as potential market movers. Darius also critiques the Fed's complacency towards AI's impact on labor, advocating for a disciplined approach to investing to navigate these tumultuous waters.