Mary Daly

President, San Francisco Federal Reserve Bank
@MaryDalyEcon · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
GLD long -13.9%
Most Mentioned
GOLD ×1
Recent Calls
GLD long 2 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -13.9% Long Return -13.9% Short Return -
Average Return
7d -2.7%
30d -9.7%
90d —
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GLD SPDR Gold Shares SPDR Gold Shares
Long
Mar 06
$473.51
-13.9%
"We really have to keep our eye on the labor market [92k job losses], but we also have inflation printing above target and oil prices rising." Daly describes a textbook "Stagflation" scenario: economic contraction (job losses) combined with high inflation and supply shocks (oil). In this environment, bonds are risky (due to inflation) and stocks are risky (due to recession). Gold historically outperforms as a hedge against both currency debasement and economic instability. LONG. The Fed is paralyzed ("wait to think through the data"), which is bullish for hard assets. If the job losses are a data error (weather/strikes) and growth rebounds quickly, gold may sell off.
"We really have to keep our eye on the labor market [92k job losses], but we also have inflation printing above target and oil prices rising." Daly describes a textbook "Stagflation" scenario: economic contraction (job losses) combined with high inflation and supply shocks (oil). In this environment, bonds are risky (due to inflation) and stocks are risky (due to recession). Gold historically outperforms as a hedge against both currency debasement and economic instability. LONG. The Fed is paralyzed ("wait to think through the data"), which is bullish for hard assets. If the job losses are a data error (weather/strikes) and growth rebounds quickly, gold may sell off.
Macro
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