The Macro Minute with Darius Dale Will legal checks and balances fuel more Paradigm C upside?
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Sep 2, 2025 Legal checks on President Trump’s agenda could pave the way for economic growth, as recent court rulings suggest a more favorable market sentiment. This may lead to Fed easing and a potential surge in Q4. The discussion also highlights strategies to boost the housing market and improve investment confidence through the KISS system, which helps minimize losses while maximizing returns. Listeners are encouraged to explore customizable features that align with individual investment goals.
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Legal Checks Could Extend The Rally
- Recent court rulings have blocked parts of President Trump's tariff and immigration agenda, reducing near-term stagflation risk.
- That judicial pushback could give the Fed more room to cut rates and extend the Paradigm C rally into year-end.
Tariff Timing Changes The Macro Clock
- Delayed or slower implementation of durable trade tools like Section 232 and 301 could push tariff shocks into 1H 2026.
- That delay would soften 2H 2025 slowdown and raise the chance the expected fall correction fails to materialize.
Fiscal impulse Could Amplify Recovery
- 1H 2026 may coincide with peak positive fiscal impulse from the "one big ugly bill," amplifying recovery dynamics.
- Combined fiscal lift and delayed tariff effects raise odds of a milder slowdown and stronger 2026 rebound.