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How will POTUS reshape the Fed? How should investors gauge the impact of tariffs?
Episode 191
Published 1 year, 1 month ago
Description
President Trump’s tariffs are live, Fed regime change is looming, and investors are being forced to capitulate into Paradigm C. In today’s Macro Minute, Darius Dale unpacks why structurally higher nominal growth, persistent fiscal expansion, and a potential pivot at the Fed are reshaping market dynamics—and why investors must stay systematic to navigate it. He also responds to a client’s powerful question about trusting the KISS model, highlighting how 42 Macro’s institutional-grade tools are helping clients worldwide stay on the right side of market risk.