EPISODE · May 7, 2025 · 10 MIN
Can the market look through trade talks to continue pricing in Paradigm C?
from The Macro Minute with Darius Dale · host 42 Macro
Explore the potential shift in U.S. economic policy as trade negotiations, presidential temperament, and geopolitical factors determine whether the market sustains its pricing in Paradigm C or retreats to Paradigm B. The discussion covers portfolio strategies under a deflation regime, quantitative signals, and key risks and opportunities shaping both domestic and global financial landscapes.
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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Can the market look through trade talks to continue pricing in Paradigm C?
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