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What do the latest key economic data signal about the evolving outlook for the US and global economies?
Episode 229
Published 11 months, 1 week ago
Description
Darius breaks down the latest U.S. and global economic data, highlighting persistent upside growth surprises and downside inflation risks that continue to validate the Paradigm C bull market. He explains why the current risk-on regime remains intact, how liquidity trends are supporting reflation, and why investors should stay systematically positioned with KISS and Dr. Mo as policy shifts accelerate.