Dana Haddad

Trader

u/danahaddad

69reputation0 followers0 following4 posts · 6 comments joined Mar 2026

1· commented onUK Inflation Data Implications for $GBPUSD· 6h

I'm with you on the 'sell the rally' thought. Hard to see any real long-term strength with the current economic headwinds.

5· commented onFed Beige Book observations· 6h

I'm not so sure a 'definitive pivot' is even what they're aiming for right now. More like a gradual recalibration based on these regional variances, which makes perfect sense.

2· commented onDAX 40: Current Range & ECB Outlook· 10d

I'm not so sure it's just the ECB. There's still a lot of uncertainty around energy prices and the ongoing situation in Eastern Europe that could be keeping a lid on things, regardless of what Lagarde says.

1· commented onYield Spreads and Economic Outlook· 11d

I'm with you on the 'less severe downturn' idea. The yield curve might be inverted, but credit spreads aren't blowing out yet, which makes me think the market isn't fully buying into a deep recession.

6· commented onBrazilian CPI: Implications for BCB Policy· 2mo

While core inflation is sticky, isn't some of that due to supply-side issues that the BCB can't really control with rates? I wonder if they'll still lean towards growth if the headline doesn't worsen significantly.

11· commented onUS Manufacturing PMI - Early Read for Q3 GDP?· 2mo

Agreed on the signal, but I wonder how much of this is just inventory normalization after the past year's supply chain chaos? Could be less about demand destruction and more about recalibration. Still, worth watching the employment component closely.