Macro Musings by Danny D
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Interference
Week Ahead - JUN 30 - JUL 3
19 hrs ago
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Danny Dayan
9
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Interference
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2
The Crisis To Come
FCI is easing at an extremely rapid pace.
Jun 24
•
Danny Dayan
11
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The Crisis To Come
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2
Disagreements
Week Ahead Jun 23-27
Jun 22
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Danny Dayan
10
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Disagreements
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Sector Models
Quant Insights Look at Sector Fair Value
Jun 20
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Danny Dayan
7
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Sector Models
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Perfection
Credit Markets Offer Little Upside
Jun 17
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Danny Dayan
9
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Perfection
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2
Risky Neutrality
Week Ahead - Jun 16-20
Jun 15
•
Danny Dayan
7
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Risky Neutrality
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Quick Oil Update
And a peak at other commodities of interest
Jun 13
•
Danny Dayan
5
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Quick Oil Update
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Data Recap
Surprising data in all respects.
Jun 11
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Danny Dayan
9
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Data Recap
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Close the Window
Week Ahead Jun 9-13
Jun 8
•
Danny Dayan
14
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Close the Window
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3
Quick FX Trade Idea
If NFP is solid (150k+, no UR rise), I am looking at deep upside on the below FX pair.
Jun 5
•
Danny Dayan
6
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Quick FX Trade Idea
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4
Data Recap
Heavy data morning.
Jun 4
•
Danny Dayan
5
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Data Recap
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Housekeeping for Readers
We have a number of new subs, so I wanted to make a couple adjustments to the site.
Jun 3
•
Danny Dayan
10
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Housekeeping for Readers
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