Can the market continue looking through adverse trade policy outcomes?
- Author
- 42 Macro
- Published
- Mon 11 Aug 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=c1afb8852658477ebe1b0f4a956a05ce&utm_campaign_id=podcast&content=mm_2025-08-11&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius breaks down whether markets can keep looking past adverse trade policy outcomes after Nvidia and AMD’s unprecedented export-license deal with the U.S. government. We explore what it signals for Trump-era trade strategy, the evolving Fed outlook, and why corporate earnings continue to crush expectations despite slowing growth. Plus, how tariffs, immigration shifts, and inflation dynamics may shape rate cuts into year-end.
