In this episode of the Macro Minute, Darius Dale breaks down why July’s global PMI data reinforces 42 Macro’s bullish thesis. He explains how upside surprises in growth, resilient labor markets, and deregulation tailwinds continue to support Paradigm C—even as tariffs re-enter the narrative. Plus, Darius addresses whether markets are underpricing short-term volatility from failed trade talks and Fed hesitation. This is a must-listen for investors navigating policy noise and positioning for durable upside.
The Macro Minute with Darius Dale