『What Matters More—Tariff Negotiations or Treasury Auctions?』のカバーアート

What Matters More—Tariff Negotiations or Treasury Auctions?

What Matters More—Tariff Negotiations or Treasury Auctions?

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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.

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