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[@DannyDayan5](/creator/twitter/DannyDayan5)
"@SirRX_0 In theory the more top heavy we get the more insensitive to rate hikes thag we get and that equities/ & housing values become monetary policy. Dont tbink were anywhere near that yet"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948153748607598945) 2025-07-23 22:50:23 UTC 21.3K followers, XX engagements


"@sheeesh_yall @BijuSDamodaran @dampedspring @McclartyPhilip @briangobosox Honestly thats the term crypto people use for alt coins like Fartcoin trump coin Melania coin. I didnt invent the term. Youre focusing on the wrong thing here. Are they flying Yes. What does thag say about animal spirits"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947052307486498903) 2025-07-20 21:53:39 UTC 21.3K followers, XXX engagements


"@Rebecca98869736 Only if bonds reprice higher yields. We're pricing an inflation pop that leads to rate cuts. That's how ridiculously easy FCI is"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947752080266928596) 2025-07-22 20:14:18 UTC 21.3K followers, XXX engagements


"@SpringBrin589 @SpreadThread1 and we've had shenanigans in many other places (shitcos and other asset speculation)"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948003817544663047) 2025-07-23 12:54:36 UTC 21.3K followers, XXX engagements


"@SJOldValueGuy Time for healthcare Its so beaten up"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947768079301415173) 2025-07-22 21:17:52 UTC 21.3K followers, XXX engagements


"November 1999. The labor market continues to tighten (UR XXX% today 4.1%) but the Fed is most concerned about the speculation in tech stocks. NDX has gone up by XX% in the last X months (today XX% in X months since the low). They hike XX bps to 5.5%"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945573521008046085) 2025-07-16 19:57:29 UTC 21.3K followers, 9677 engagements


"@Citrini7 If you need to hedge something you have to use that asset class. Hedge dollar by buying puts on the dollar. I see people claiming assets are hedges for other asset classes all the time. Wouldnt pass a risk committee in any serious institution as correls are not reliable"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1944459753645883462) 2025-07-13 18:11:46 UTC 21.3K followers, 4386 engagements


"@passedpawn I think XX% of max short. JPY got cleaned up entirely and even turned short for election. EUR is still crowded but look at today. CFTC is not the entire market"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947767637577994481) 2025-07-22 21:16:07 UTC 21.3K followers, XXX engagements


"@Arbitrage_econs Conference board literally confirms it. CPI swaps all moving higher. I do not agree with you"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946211681903813080) 2025-07-18 14:13:18 UTC 21.3K followers, XX engagements


"@dampedspring @McclartyPhilip @briangobosox We indeed are on completely different pages. Youve been buying front end and shorting stocks and I see value in opposite. We are not aligned at present"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947017815627637090) 2025-07-20 19:36:35 UTC 21.3K followers, 2225 engagements


"@RodneyRRG Financial conditions are very easy like 2021 easy. Using an equilibrium approach the 10y would need to rise to XXXX just to neutralize impact from equities. X% in the past would have been a tightening"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945995342912061882) 2025-07-17 23:53:39 UTC 21.3K followers, XXX engagements


"@briangobosox @tylermacro10 @dampedspring LOL I wont play the insult game but heres an insult anyways. You said in august on Erics show that you were long 10y notes since 2022. Even said you held through the X% selloff which was scary. Thats fine lie about it I dont care. Youre full of shit"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947051248517067028) 2025-07-20 21:49:26 UTC 21.3K followers, XXX engagements


"@Arbitrage_econs Great so you can't respond to the evidence that disproved what you said but you send a chart of something already know. It fell today to levels that would still be highest in XX years and we celebrate Yay"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946210682216538357) 2025-07-18 14:09:20 UTC 21.3K followers, XX engagements


"@dampedspring @McclartyPhilip @briangobosox FCI yes. We dont have the other drivers (7% wages or cash handouts) though. FCI isnt the only thing out there that impacts the economy"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947016470392643737) 2025-07-20 19:31:15 UTC 21.3K followers, 1322 engagements


"@SpreadThread1 @SereneInvesting @briangobosox @tylermacro10 @dampedspring Thats fair. My own view is we wont see the demand response to tariffs until Q4. What weve seen thus far is sentiment/uncertainty/vibes"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947017185546625268) 2025-07-20 19:34:05 UTC 21.3K followers, XXX engagements


"Potential GDP for the economy fell by X% this year. Unlike past periods where this was due to a shock this is by choice from the government. The impact of this remains poorly understand by most people"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946564525408333859) 2025-07-19 13:35:22 UTC 21.3K followers, 24.2K engagements


"This will anger people. -monetary policy was never tight -inflation expectations are unanchored because Fed never finished the job -equities are going parabolic because policy is loose -the dollar is the key constraint for policy Yell away. I expect it"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1943427398726488212) 2025-07-10 21:49:33 UTC 21.3K followers, 107.2K engagements


"@briangobosox @dampedspring FCI tightened from mid February to mid April. FCI has loosened since mid April to the equivalent of 2021 levels. Youre welcome"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946987730455429267) 2025-07-20 17:37:02 UTC 21.3K followers, 1249 engagements


"@2levered @oren_cass Higher rates are needed because inflation expectations are unanchored and this shock is coming at a terrible time"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945439742205587557) 2025-07-16 11:05:53 UTC 21.3K followers, XXX engagements


"Rate hikes work their way through the system by raising interest expense for households and businesses until they become so large that disc. spending and investments fall. Rates never reached restrictive levels. Rate cuts look very dangerous to me"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947985041612562912) 2025-07-23 11:40:00 UTC 21.3K followers, 15K engagements


"@chamath @sidprabhu @eliant_capital what do you think guys Id say dollar falls 30-50% and 30y goes to XX% but maybe Im too conservative here"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947808876700581937) 2025-07-22 23:59:59 UTC 21.3K followers, 13K engagements


"The unemployment rate is headed below 4%. I cant wait for the excuses from the bears. Birth-death model or maybe some astrology pattern or whatever else nonsense they can come up with. This will only be a surprise to people who dismiss FCI"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1944888206773903717) 2025-07-14 22:34:17 UTC 21.3K followers, 35.4K engagements


"@onefishtwofis20 @Dr_Gingerballs Not too young. I remember when the balance sheet was a non event and I was a young trader when they first introduced it and schooled the banks eco team on the impact from it"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948143229456810194) 2025-07-23 22:08:35 UTC 21.3K followers, XX engagements


"@FedGuy12 Even if it was rigged I never understood why they couldnt have just fixed the process rather than go through the whole transition"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947989213900595494) 2025-07-23 11:56:35 UTC 21.3K followers, 1626 engagements


"My view on tariff inflation is the supply side impacts are persistent. On the demand side it can go X ways: X. Demand destruction (consensus rate cuts) X. Rotation back and forth w/services (on hold) X. Wage demands (hike) X. Increased borrowing (hike) Too early to say"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945467038614352102) 2025-07-16 12:54:21 UTC 21.3K followers, 7338 engagements


"@Solwoldjr74 Rates are not the issue. Prices are. As soon as people stop clamoring for cheap liquidity to solve every issue we can actually solve issues"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948368847414706584) 2025-07-24 13:05:06 UTC 21.3K followers, XXX engagements


"@dampedspring Brazil's trade balance is flat with the US lol"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1943043109920653713) 2025-07-09 20:22:32 UTC 21.3K followers, 2777 engagements


"@billnyebiscuit Relative to Jan 20th the policies suggest lower growth/higher inflation mix. Stagflationary but not 1970s stagflation. I still dont have a strong conviction on all of the impacts from AI yet on a macro basis. Might take years before we see thr productivity. Adoption is low"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946694342724485280) 2025-07-19 22:11:13 UTC 21.3K followers, XXX engagements


"@dan_rios83 @Ivan_Yuri_Rd Every survey has a partisan bias to it. Every single one. That's not new. Mean expectations were above X% under Biden and then rose further under Trump. Perfectly rational given tariffs. If it had been elevated in one and goes to X% in another I would be dismissing them"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946197936049635701) 2025-07-18 13:18:41 UTC 21.3K followers, XXX engagements


"@countdraghula Tariff front loading from existing inventory. Meanwhile look at supercore this month - tightening labor market. Even talking about cuts is idiotic at this stage"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946163814161936702) 2025-07-18 11:03:05 UTC 21.3K followers, XXX engagements


"Bernanke and Yellen using the post WW2 argument for Fed independence. They are far smarter than me. Listen to them"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947338861492773174) 2025-07-21 16:52:19 UTC 21.3K followers, 2863 engagements


"@kt_valueguy Im honestly struggling to come up with a reason and thats what I do for a living. I come up with bonds and inflation and market is just not worried about it right now"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947689673406771591) 2025-07-22 16:06:19 UTC 21.3K followers, XXX engagements


"@themarketradar No. Look at 2y around SVB or august last year. Too volatile"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946591806243614921) 2025-07-19 15:23:47 UTC 21.3K followers, XXX engagements


"@tdarling1 It definitely came in lower yesterday than expected. Survey date was June XX so before July 9th tariffs announcements. So lets see if it goes back up next month. So far Id say it has reflected liberation day + taco stuff well in both directions"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946570072731873443) 2025-07-19 13:57:25 UTC 21.3K followers, XX engagements


"The UK is an economy with building conflicts for its two mandates. Unemployment is rising while so is inflation. Brexit has resulted in a contraction to the supply side so it is prone to stagflationary situations. The Fed has no such conflict. I do not envy the BOE here"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947333750150598845) 2025-07-21 16:32:00 UTC 21.3K followers, 3051 engagements


"For decades the benchmark has been the S&P. With policymakers showing disregard for inflation we need to consider all assets based on the compensation they provide for this risk. Bonds are terrible. Stocks and commods are the place to be"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1944415772488450232) 2025-07-13 15:17:00 UTC 21.3K followers, 9701 engagements


"@tolstoybb @toiletkingcap deferring to the toilet king for confirmation"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945524323323675075) 2025-07-16 16:41:59 UTC 21.3K followers, XXX engagements


"@MisterSpread I have been saying it for X months Multi year bear market"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947689967787929883) 2025-07-22 16:07:29 UTC 21.3K followers, 1445 engagements


"@TXMCtrades Ofc has to be weighted which this is small and mostly includes credit cards. But even so looks like it's rolling over no All the banks have reported CC DQs down"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948075391907688835) 2025-07-23 17:39:01 UTC 21.3K followers, XXX engagements


"@Solwoldjr74 Don't disagree but lowering rates is not appropriate here. That's the issue. To truly solve affordability requires a recession. Lower prices higher inventory lower rates"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948371582805495878) 2025-07-24 13:15:58 UTC 21.3K followers, XX engagements


"There has been fear that rising goods prices will crimp services consumption. There has been some of this in the last couple months but last week's data showed the opposite. Discretionary services categories were strong in retail sales and CPI showed rising prices"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947268595156648280) 2025-07-21 12:13:06 UTC 21.3K followers, 3672 engagements


"@Gelubrin15 We did get oversold but it was a pretty darn modest relief rally"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947698542518145191) 2025-07-22 16:41:33 UTC 21.3K followers, XXX engagements


"@Dr_Gingerballs Why would bondholders demand higher rates for the long end if they cut Because cuts raise inflation. Interest income goes up every cycle. XX% in 80s XX% in 90s and XX% this cycle. Nothing new here"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948144678118826072) 2025-07-23 22:14:20 UTC 21.3K followers, XXX engagements


"@FrankPalmeri1 Interest income rises in every hiking cycle. No different here. What usually happens is they hike high enough to break the economy. Since that hasnt happened interest income persists but expense is not biting"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947995849667289173) 2025-07-23 12:22:57 UTC 21.3K followers, XXX engagements


"@Dr_Gingerballs No they are not. And inflation has come down since they hiked which would not happen if they were. Interest income goes up in every hiking cycle. They just didnt hike far enough (or better yet use BS properly)"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948141018853056901) 2025-07-23 21:59:48 UTC 21.3K followers, XXX engagements


"@Ivan_Yuri_Rd @dan_rios83 I wish I had access to CPI swaps market. But yes I recommended to all clients who do to pay 2y and they're up XX bps so far. Easy money"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946202929007829058) 2025-07-18 13:38:31 UTC 21.3K followers, XX engagements


"@jayskywalker16 Doesnt seem like a new immigration policy is coming. And yeah any onshoring is a maybe and even then a multi year story"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946574346043928652) 2025-07-19 14:14:24 UTC 21.3K followers, XXX engagements


"@prpl8 @rev_cap @TheStalwart Let me clarify: they understand it as a concept but don't know how to model it into their policy framework"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946193822947430900) 2025-07-18 13:02:20 UTC 21.3K followers, XX engagements


"Waller: Inflation expectations are well anchored but that's because I ignore all the evidence they aren't. Neither of the two mandates meet criteria for a cut but we should anyways because in my imagination neutral is 3%. In any other profession he would've been fired yday"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946184409813487887) 2025-07-18 12:24:56 UTC 21.3K followers, 9892 engagements


"@AahanPrometheus I see us growing well above benchmark rates. Nowhere near contraction. Capacity is down from 200k/month to 80k now. We don't need many jobs to tighten the labor market"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946211068780351714) 2025-07-18 14:10:52 UTC 21.3K followers, XXX engagements


"@RobertPBalan1 I agree with all of them except Dollar. It's not really impacted by 10y but by 2y spreads which continue to price rate cuts in spite of CPI rises ahead. We are not a serious market"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947744304585408587) 2025-07-22 19:43:24 UTC 21.3K followers, XXX engagements


"@AahanPrometheus Yes known issue. But again unemployment rate doesn't get revised and indicates the tightness. It just shows you we do not need many jobs to tighten it. So I just think all labor data needs to be compared to capacity. Example: continuing claims relative to labor force"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946222063884071359) 2025-07-18 14:54:33 UTC 21.3K followers, XXX engagements


"@briangobosox @tylermacro10 @dampedspring Lets use logic. What has actually changed from Q1 to Q2 Not much. 80BN tariffs collected doesnt drop demand by 2%. Uncertainty + FCI gives you the roadmap. You continue to dismiss at your own peril despite all the evidence"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946991766986715230) 2025-07-20 17:53:05 UTC 21.3K followers, 1091 engagements


"@briangobosox @tylermacro10 @dampedspring Yes to first question. Q4 data was also strong due to FCI loosening in August/september. Uncertainty and FCI shock to second as Ive answered 4x by now. Now look to Q3. If it surprises to the upside will you finally admit how FCI drives sequential growth"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1946998328019099804) 2025-07-20 18:19:09 UTC 21.3K followers, XXX engagements


"@cautious3302 XXX% and falling unemployment rate due to lower capacity. Check my feed this is an important topic I have covered before that people keep missing"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945897041617396099) 2025-07-17 17:23:02 UTC 21.3K followers, XX engagements


"Equities look exhausted but I can't imagine too much downside when the dollar is this weak and bonds bid for no reason"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947679439145369890) 2025-07-22 15:25:39 UTC 21.3K followers, 17K engagements


"@jayskywalker16 Correct. It is a systematic model based trading strategy and I enter only when dislocated. Signals are valid for up to two weeks. It did say to buy in April and once it has returned to fair value that is an exit"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947645207056683504) 2025-07-22 13:09:37 UTC 21.3K followers, XXX engagements


"Inflation is rising and unemployment is falling. A truly data dependent Fed would be hawkish. They say they are neutral but neutral is not projecting rate cuts at every meeting for X years and talking about it at every speech. This is why the Fed has not tamed inflation"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945837139054182699) 2025-07-17 13:25:00 UTC 21.3K followers, 19.1K engagements


"Even with all of the noise around crypto of late due to the Genius act and even some big whale transactions my BTC model continues to nail the big movements. It says we are at fair value at the moment"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1947641084454084982) 2025-07-22 12:53:14 UTC 21.3K followers, 4255 engagements


"@Dr_Gingerballs Inflation going up had zero to do with the hikes"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948142845694717997) 2025-07-23 22:07:03 UTC 21.3K followers, XXX engagements


"@NickTimiraos Since his prior speech: -unemployment rate fell -JOLTs improved -quits rose layoffs fell -jobless claims fell -inflation breakevens sharply higher -FCI has loosened further. Hes not data dependent. If a second wave happens he should be forced to pay back his salary"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945977795303149792) 2025-07-17 22:43:55 UTC 21.3K followers, 8404 engagements


"For the life of me I still don't understand why healthcare inflation is so disconnected from reality. Healthcare spending rose by XXX% in 2023 and estimated to grow X% per year for the next decade yet PCE inflation has it at 2.5%. Real world inflation measured"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1944746704160326134) 2025-07-14 13:12:00 UTC 21.3K followers, 15.3K engagements


"@robert41405 Depends what the dollar does. With this White House dollar probably keeps falling and importing more and more inflation"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1945944644996476994) 2025-07-17 20:32:11 UTC 21.3K followers, XX engagements


"Despite the sharpest hiking cycle in decades housing wealth is at the highest levels ever. According to the Nobel Laureate Pulte we should pursue enabling the biggest housing bubble of all time"  
![@DannyDayan5 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1580608068152426502.png) [@DannyDayan5](/creator/x/DannyDayan5) on [X](/post/tweet/1948362529002176989) 2025-07-24 12:40:00 UTC 21.3K followers, 7265 engagements