EPISODE · Sep 10, 2025 · 16 MIN
Is consensus still wrong about tariffs?
from The Macro Minute with Darius Dale · host 42 Macro
In today's Macro Minute, Darius explains why the August PPI data signals consensus is still wrong on tariffs. Despite fears of tariff-driven inflation, the data supports 42 Macro’s long-held Paradigm C view—resilient growth, sticky inflation, and upside risk for risk assets. He also unpacks a client question on how major employment data revisions could reshape the economic narrative and reinforce the U-shaped recovery.
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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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Is consensus still wrong about tariffs?
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