EPISODE · Jul 15, 2025 · 9 MIN
Are tariffs showing up in the inflation data?
from The Macro Minute with Darius Dale · host 42 Macro
Tariffs are starting to show up in CPI, while inflation remains sticky—just as 42 Macro forecasted. Darius unpacks the latest data, explains why no upside surprises means limited market risk, and highlights how clients are using KISS flexibly within disciplined, systematic guardrails.
What this episode covers
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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Are tariffs showing up in the inflation data?
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