EPISODE · Aug 14, 2025 · 8 MIN
How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
from The Macro Minute with Darius Dale · host 42 Macro
In today's Macro Minute, Darius unpacks the latest on tariffs, sticky inflation, and global liquidity trends. He explains why the Fed’s delay in cutting rates remains a key short-term headwind and why Paradigm C’s long-term bullish framework is intact. Plus, he highlights why disciplined participation is essential for capturing upside in this market regime.
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 US economy, part II? What’s the latest regarding global liquidity?
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