EPISODE · Sep 26, 2025 · 9 MIN
Is the US consumer helping or hurting our Paradigm C bull market?
from The Macro Minute with Darius Dale · host 42 Macro
Darius Dale tackles the $64 trillion question: is the U.S. consumer helping or hurting the Paradigm C bull market? August PCE data showed resilient spending but weakening income and wages, reinforcing our U-Shaped Economy thesis. With sticky inflation fully priced and deflationary housing trends emerging, the Fed’s structural regime shift toward easier policy remains intact.
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 the US consumer helping or hurting our Paradigm C bull market?
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