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Macro Musings by Danny D
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Macro Themes
Weekly Notes
Data Recap
Trades, Charts and Random Tho…
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Neutrality
Jerome Powell: "We will know Neutral by its works"
Mar 18
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Danny Dayan
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2026 Macro Preview: Groovy
The 1960s Parallel
Dec 21, 2025
•
Danny Dayan
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4
2
The Cleanup
Leverage and Sentiment Check In
Jun 10
•
Danny Dayan
6
Quick Nasdaq Charts
Below are the big one day down moves in the Nasdaq since 2024.
Jun 8
•
Danny Dayan
5
The Pipeline
What is done cannot be undone
Jun 8
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Danny Dayan
6
1
Shocking Heat
Week Ahead June 8-12
Jun 7
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Danny Dayan
9
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Crypto Signals
Crypto has struggled mightily the last few weeks, underperforming risk assets.
Jun 2
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Danny Dayan
6
Northern Downgrade
Update on Canada Theme
Jun 1
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Danny Dayan
6
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Macro Musings by Danny D
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