Why won’t Wall Street stop fighting our ~3yr-Old “resilient US economy” theme?

In today’s Macro Minute, Darius breaks down why Wall Street keeps fighting the resilient U.S. economy despite consistently strong data. He explains how private sector balance sheets, labor hoarding, and deregulation are sustaining above-trend income growth—and why media negativity is often just a sales tactic. Darius also addresses growing concerns about inflation data credibility and reminds investors to stay dispassionate, systematic, and focused on the signals that matter.