Page de couverture de What Matters More—Tariff Negotiations or Treasury Auctions?

What Matters More—Tariff Negotiations or Treasury Auctions?

What Matters More—Tariff Negotiations or Treasury Auctions?

Écouter gratuitement

Voir les détails du balado

À propos de cet audio

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.

Ce que les auditeurs disent de What Matters More—Tariff Negotiations or Treasury Auctions?

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.