EPISODE · Aug 12, 2025 · 12 MIN
How are tariffs impacting the economy thus far?
from The Macro Minute with Darius Dale · host 42 Macro
Today, Darius breaks down July’s CPI data, the impact of Trump’s tariff regime, and why the Fed’s reaction function still risks compounding policy mistakes. We discuss how small business sentiment, growth resilience, and the U-shaped economy thesis fit into the current market regime—and what that means for positioning with KISS and Dr. Mo.
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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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How are tariffs impacting the economy thus far?
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