1. EachPod

How are tariffs impacting the US economy, part III?

Author
42 Macro
Published
Fri 15 Aug 2025
Episode Link
https://42macro.com/podcasts-macro-minute?id=972e2dda179741d584e21b8eb2d00d69&utm_campaign_id=podcast&content=mm_2025-08-15&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode

Darius Dale breaks down the first full week of the reciprocal tariff regime, with July Retail Sales and Industrial Production reinforcing 42 Macro’s U-Shaped Economy thesis. He explains why inflation remains sticky, why a 3% Fed target could unlock growth, and how KISS and Dr. Mo are positioned to navigate Paradigm C’s pro-growth backdrop.

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