EPISODE · Aug 5, 2026 · 5 MIN
Is the US Treasury still supporting the 42 Macro Paradigm C Bull Market™?
from The Macro Minute with Darius Dale · host 42 Macro
Darius explains why the Q3 Quarterly Refunding Announcement reinforces 42 Macro's long-term thesis that geopolitical imbalances in the Treasury bond market will require increasingly dovish monetary and financing policy. He also discusses why the bond market is signaling the Fed is falling behind the curve and why delaying cyclical tightening could increase the risk of a more serious structural disruption in the Treasury market.
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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 the US Treasury still supporting the 42 Macro Paradigm C Bull Market™?
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