Danny Dayan
Macro strategist and author of Macro Musings research, focused on monetary policy, financial conditions, and inflation dynamics; provides quantitative models and market-focused macro analysis featured in the episode.
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May 6, 2026 • 50min
Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan
Danny Dayan, macro strategist and author of Macro Musings, explains how passive easing and loose financial conditions may be sowing the seeds for renewed inflation. He covers why growth held up despite higher oil, how forward guidance transmits policy, supply shocks and labor dynamics, and why a melt-up trade and commodity pressures matter for markets.
