EPISODE · Feb 4, 2026 · 17 MIN
Is the US Treasury still friend or foe?
from The Macro Minute with Darius Dale · host 42 Macro
This episode examines whether the U.S. Treasury remains a tailwind for markets and why dovish net financing continues to support Paradigm C. It also addresses rising uncertainty around monetary policy and why disciplined risk management matters more than ever.
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 Treasury still friend or foe?
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