How are tariffs impacting the US economy, part II? What’s the latest regarding global liquidity?

In today's Macro Minute, Darius unpacks the latest on tariffs, sticky inflation, and global liquidity trends. He explains why the Fed’s delay in cutting rates remains a key short-term headwind and why Paradigm C’s long-term bullish framework is intact. Plus, he highlights why disciplined participation is essential for capturing upside in this market regime.