Macro Musings by Danny D

Macro Musings by Danny D

Weekly Notes

Panic At the Disco

Week Ahead - Aug 4-8

Danny Dayan's avatar
Danny Dayan
Aug 02, 2025
∙ Paid

I hope everyone is having a good weekend. Last week was extremely volatile, both from a data perspective and in markets. Friday was a shocker of a day and I got this one wrong. I shouldn’t complain given the year I am having, but Friday I gave some back and start August in a sour mood. The markets can humble you quickly, and it sends me into analysis mode as to what I want to trade going forward.

In terms of the week ahead, we have S&P PMIs and ISM Services on Tuesday with a 3yr auction. On Wednesday we have no data but the 10y auction. Thursday has ULC and Productivity, 30yr auction and consumer credit.

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