EPISODE · Aug 15, 2025 · 13 MIN
How are tariffs impacting the US economy, part III?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale breaks down the first full week of the reciprocal tariff regime, with July Retail Sales and Industrial Production reinforcing 42 Macro’s U-Shaped Economy thesis. He explains why inflation remains sticky, why a 3% Fed target could unlock growth, and how KISS and Dr. Mo are positioned to navigate Paradigm C’s pro-growth backdrop.
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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 US economy, part III?
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