Is the US growth cycle helping or hurting the 42 Macro Paradigm C bull market?

The message from today’s Macro Minute is clear: U.S. growth remains the dominant force driving markets higher. Darius explains how recent GDP, CapEx, and industrial data reinforce the Resilient U.S. Economy and Paradigm C themes, why consensus growth estimates remain far too low, and how accelerating productivity supports a bullish outlook for corporate profits despite ongoing labor market softness.