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Will the BOJ blow up the 42 Macro Paradigm C bull market?
Episode 274
Published 8 months, 1 week ago
Description
In today’s Macro Minute, Darius breaks down why Japan’s bond and currency stress is unlikely to derail the Paradigm C bull market—while highlighting what it signals about fiscal dominance, central bank independence, and the growing need to rotate away from sovereign bonds. The episode also tackles skepticism around the AI productivity boom and explains why productivity-led disinflation remains a powerful tailwind for risk assets despite rising volatility.