EPISODE · Apr 14, 2025 · 9 MIN
Is President Trump losing his own trade war?
from The Macro Minute with Darius Dale · host 42 Macro
Darius examines how temporary tariff exemptions and bond market dynamics signal a weakening stance in Trump's trade war, noting that China’s strong positioning and economic resilience set the stage for a capital conflict. He further outlines defensive portfolio strategies in anticipation of market volatility, drawing on quantitative signals and regime analysis, and tackles broader fiscal questions such as the twin deficits linked to U.S. reserve currency status.
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 President Trump losing his own trade war?
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