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Is the US Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid? episode artwork

EPISODE · Jul 30, 2025 · 9 MIN

Is the US Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid?

from The Macro Minute with Darius Dale · host 42 Macro

In today's episode, Darius unpacks the Treasury’s Q3 refunding, Q2 GDP, and labor hoarding dynamics—reinforcing 42 Macro’s bullish Paradigm C view. He also fields a client question on the coming fiscal pivot for national security. Bottom line: prepare for structural fiscal dominance—bullish for risk assets, bearish for bonds and the dollar.

Episode metadata supplied by the publisher feed · Published Jul 30, 2025

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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 Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid?

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