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Can the US grow its way out of the “debt disease” if politics slow AI development?
Episode 395
Published 2 weeks, 3 days ago
Description
In this Macro Minute, Darius explores whether the uptrend in global liquidity can be sustained, why leading indicators are signaling a meaningful medium-term downtrend, and how a deepening cross-asset correction could ultimately accelerate the policy response from the Fed and U.S. Treasury. He also explains why 42 Macro does not expect a material slowdown in AI development and why the AI CapEx boom remains central to the evolving macro landscape.