Are asset markets sleepwalking into a turbulent summer?
- Author
- 42 Macro
- Published
- Fri 30 May 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=6ec32ad5b0c646908fbd0385c55ff705&utm_campaign_id=podcast&content=mm_2025-05-30&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
In this Macro Minute, Darius Dale addresses whether markets are sleepwalking into a turbulent summer. He emphasizes that as long as Paradigm C remains the modal outcome, investors should fade tariff fears and buy dips. With consensus still underexposed to pro-growth policy shifts, he warns that failure to navigate trade and fiscal tensions—especially around Section 899—could accelerate capital flight and bring yield curve control forward. Dale urges investors to stay calm, trust 42 Macro’s KISS and Dr. Mo signals, and prepare for potential upside surprises into 2026.
