Macro Musings by Danny D

Macro Musings by Danny D

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Macro Musings by Danny D
Macro Musings by Danny D
Welcome to the Mania
Macro Themes

Welcome to the Mania

Danny Dayan's avatar
Danny Dayan
Nov 12, 2024
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Macro Musings by Danny D
Macro Musings by Danny D
Welcome to the Mania
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Simply a massive amount of flows going into nearly every corner of risk assets. Not one outflow below.

Some of the areas that have seen fewer flows YTD are the ones seeing catch up flows. For example, financials are a big winner due to the deregulation agenda.

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