The Macro Minute with Darius Dale

Is consensus still wrong about tariffs?


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In today's Macro Minute, Darius explains why the August PPI data signals consensus is still wrong on tariffs. Despite fears of tariff-driven inflation, the data supports 42 Macro’s long-held Paradigm C view—resilient growth, sticky inflation, and upside risk for risk assets. He also unpacks a client question on how major employment data revisions could reshape the economic narrative and reinforce the U-shaped recovery.
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The Macro Minute with Darius DaleBy 42 Macro