Macro Musings by Danny D

Macro Musings by Danny D

Macro Themes

The Case Against Rate Cuts

Wrong Medicine for the Wrong Policies

Danny Dayan's avatar
Danny Dayan
Aug 04, 2025
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A year ago, we had a labor market scare in early August, which led to a huge VAR event in the markets. I spent that entire weekend digging into the labor market to get a full understanding of what was going on, and published The State of Labor. This report helped readers of Macro Musings understand the full dynamics, and we were able to generate signifi…

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© 2025 Danny Dayan
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