Can the US grow its way out of the “debt disease” if politics slow AI development?

In this Macro Minute, Darius explores whether the uptrend in global liquidity can be sustained, why leading indicators are signaling a meaningful medium-term downtrend, and how a deepening cross-asset correction could ultimately accelerate the policy response from the Fed and U.S. Treasury. He also explains why 42 Macro does not expect a material slowdown in AI development and why the AI CapEx boom remains central to the evolving macro landscape.