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Is the US growth cycle helping or hurting the 42 Macro Paradigm C bull market?
Episode 260
Published 9 months, 1 week ago
Description
The message from today’s Macro Minute is clear: U.S. growth remains the dominant force driving markets higher. Darius explains how recent GDP, CapEx, and industrial data reinforce the Resilient U.S. Economy and Paradigm C themes, why consensus growth estimates remain far too low, and how accelerating productivity supports a bullish outlook for corporate profits despite ongoing labor market softness.