Are tariffs showing up in the inflation data?
- Author
- 42 Macro
- Published
- Tue 15 Jul 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=81d952ae18c24138ada085545474dae2&utm_campaign_id=podcast&content=mm_2025-07-15&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Tariffs are starting to show up in CPI, while inflation remains sticky—just as 42 Macro forecasted. Darius unpacks the latest data, explains why no upside surprises means limited market risk, and highlights how clients are using KISS flexibly within disciplined, systematic guardrails.
