How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
- Author
- 42 Macro
- Published
- Thu 14 Aug 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=3aa9512263fd4af0bf9bc7b798a52f11&utm_campaign_id=podcast&content=mm_2025-08-14&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
In today's Macro Minute, Darius unpacks the latest on tariffs, sticky inflation, and global liquidity trends. He explains why the Fed’s delay in cutting rates remains a key short-term headwind and why Paradigm C’s long-term bullish framework is intact. Plus, he highlights why disciplined participation is essential for capturing upside in this market regime.
