Archive - Macro Musings by Danny D

Forward Guidance Interview

I had the pleasure of joining Forward Guidance yesterday to discuss the action packed week and the Fed meeting.

Jul 30 •

Catalyst Central

Week Ahead - July 28-Aug 1

Jul 27 •

Financial Conditions Reborn

Important Update to my framework

Jul 25 •

A case study on how money supply impacts CPI

Jul 21 •

Week Ahead 7/21-25

Jul 20 •

Word of Caution

The Dollar is potentially a warning sign for stocks and commodities here.

Jul 17 •

Assessing the Powell replacement candidates

Jul 14 •

The New Benchmark

Week Ahead 7/14-18

Jul 13 •

The State of Housing

Where do we stand at midyear?

Jul 10 •

Week Ahead July 7-11

Jul 5 •

Decent flurry of data out this morning.

Jul 1 •

June 2025

Week Ahead - JUN 30 - JUL 3

Jun 29 •

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