Is President Trump losing his own trade war?
- Author
- 42 Macro
- Published
- Mon 14 Apr 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=f49fe269d9c74019bab9f5019857a78c&utm_campaign_id=podcast&content=mm_2025-04-14&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius examines how temporary tariff exemptions and bond market dynamics signal a weakening stance in Trump's trade war, noting that China’s strong positioning and economic resilience set the stage for a capital conflict. He further outlines defensive portfolio strategies in anticipation of market volatility, drawing on quantitative signals and regime analysis, and tackles broader fiscal questions such as the twin deficits linked to U.S. reserve currency status.
