Will President Trump's policy pivot sustain the bull run?
- Author
- 42 Macro
- Published
- Wed 30 Apr 2025
- Episode Link
- https://42macro.com/podcasts-macro-minute?id=2df01c08455a4a2791b9afce0f404684&utm_campaign_id=podcast&content=mm_2025-04-30&utm_source=mp3&utm_medium=podcast&utm_campaign=macrominute&utm_id=podcast&utm_term=episode
Explore how Trump's tariff-heavy approach mixed with tactical policy retreats is shaping market dynamics. This discussion reviews quantitative signals, strategic portfolio positioning in a deflation regime, and the risks and opportunities tied to global trade and liquidity—all while examining whether changes in policy could trigger a medium-term bounce or heightened volatility.
