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Is the US Treasury still contributing to our bullish Paradigm C theme? Is our three-year-old Resilient US Economy theme still valid?
Episode 186
Published 1 year, 2 months ago
Description
In today's episode, Darius unpacks the Treasury’s Q3 refunding, Q2 GDP, and labor hoarding dynamics—reinforcing 42 Macro’s bullish Paradigm C view. He also fields a client question on the coming fiscal pivot for national security. Bottom line: prepare for structural fiscal dominance—bullish for risk assets, bearish for bonds and the dollar.