Can the market look through trade talks to continue pricing in Paradigm C?
- Author
- 42 Macro
- Published
- Wed 07 May 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=3a503c0a4f404df6a0a6c6c6041b992c&utm_campaign_id=podcast&content=mm_2025-05-07&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Explore the potential shift in U.S. economic policy as trade negotiations, presidential temperament, and geopolitical factors determine whether the market sustains its pricing in Paradigm C or retreats to Paradigm B. The discussion covers portfolio strategies under a deflation regime, quantitative signals, and key risks and opportunities shaping both domestic and global financial landscapes.
