Is the Trump administration successfully renegotiating global trade?
- Author
- 42 Macro
- Published
- Mon 28 Jul 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=8b8bb09301a44dbfb910c1ed434edbf9&utm_campaign_id=podcast&content=mm_2025-07-28&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Darius breaks down the strategic implications of the Trump administration’s bilateral trade breakthroughs with the EU and Japan, and previews the critical third round of U.S.–China negotiations. He addresses a timely client question on the risks of a rising 10-year yield amid rate cuts and outlines how 42 Macro’s institutional-grade KISS and Dr. Mo frameworks are engineered to keep investors on the right side of market risk in this evolving Fourth Turning regime.
