Its been a long time since we have had a typical macro cycle, so folks have forgotten that late cycles are a) slow moving and b) slowdowns don't go in a straight line. Recent data suggests the US economy has reaccelerated a tad after a softer Feb &

Systematic strat mngr & PM. Macro analyst with SITG. California native. 3 languages/3 kids. UCSB Alum. Sometimes I cook/travel/snowboard/🍻🍷🍸