What Matters More—Tariff Negotiations or Treasury Auctions? Podcast Por arte de portada

What Matters More—Tariff Negotiations or Treasury Auctions?

What Matters More—Tariff Negotiations or Treasury Auctions?

Escúchala gratis

Ver detalles del espectáculo

Acerca de esta escucha

 In today's episode, Darius breaks down the market implications of President Trump’s sweeping tariff threats and the brewing pressure in global bond markets. With a delayed August 1st implementation window, trade negotiations are expected to resolve favorably, but rising Treasury supply and foreign buyer retreat signal deeper structural issues. Darius also answers a key client question about why the KISS portfolio excludes non-U.S. equities—and reminds investors how to customize exposures using 42 Macro’s institutional-grade tools.
Todavía no hay opiniones