Systematic strat mngr & PM. Macro analyst with SITG. California native. 3 languages/3 kids. UCSB Alum. Sometimes I cook/travel/snowboard/馃嵒馃嵎馃嵏
Great thread. We鈥檙e all FX traders. We just don鈥檛 know it. Cc @mikeharrisNY
Great thread. I got panned for saying this a few wks ago but it鈥檚 kinda working. I think it鈥檚 still early days for an upswing. We need to get through 2023 with no recession first, which becomes more the base case as the calendar goes on without one.
Great thread. 1. The Fed is not backing off on inflation until the numbers get lower. Sry. I don鈥檛 make the rules. 2. The labor mkt is strong and is not an impediment.
Great thread.
Nice thread that sums up a lot of things I鈥檝e been parroting since early this yr.