Archive - Macro Musings by Danny D

No major data today in the U.S., but we did have strong UK CPI and EUR wages.

21 hrs ago •

Canada has been a key focus for me, not just because I live here, but due to the sharp divergences between the country and the US.

Nov 18 •

Week Ahead - Nov 18-25

I hope everyone had a restful weekend after a very eventful week.

Nov 17 •

The highlight of the morning is the retail sales print.

Nov 15 •

Inflection Points

Seeing a few markets that look like they could be subject to reversals.

Nov 14 •

Head in the Clouds

A very strange reaction to another strong CPI report.

Nov 13 •

Welcome to the Mania

Simply a massive amount of flows going into nearly every corner of risk assets.

Nov 12 •

Week Ahead - Nov 12-15

I hope everyone had a restful weekend away from the markets after a truly monumental week.

Nov 10 •

There is a lot of movement in the markets.

Nov 7 •

Post-Election Thoughts

The election ultimately was a GOP sweep, as I had expected over the weekend.

Nov 6 •

Election and FOMC Preview

Election and FOMC

Nov 3 •

Very noisy report which makes analysis hard.

Nov 1 •

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