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How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?
Episode 196
Published 1 year, 1 month ago
Description
In today's Macro Minute, Darius unpacks the latest on tariffs, sticky inflation, and global liquidity trends. He explains why the Fed’s delay in cutting rates remains a key short-term headwind and why Paradigm C’s long-term bullish framework is intact. Plus, he highlights why disciplined participation is essential for capturing upside in this market regime.