Macro Musings by Danny D

Macro Musings by Danny D

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Macro Musings by Danny D
Macro Musings by Danny D
Word of Caution
Trades, Charts and Random Thoughts

Word of Caution

Danny Dayan's avatar
Danny Dayan
Jul 17, 2025
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Macro Musings by Danny D
Macro Musings by Danny D
Word of Caution
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The Dollar is potentially a warning sign for stocks and commodities here. It has been on a relief rally, but yesterday it sold off sharply when the Powell firing rumors hit. Yet, after that, it fully reversed back and is back to being bid. That is a change in tone.

We may be seeing signs of a longer lasting move here, which could tighten FCI and hurt stocks and bonds.

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