David Cervantes

Great thread. We’re all FX traders. We just don’t know it. Cc @mikeharrisNY

Great thread. I got panned for saying this a few wks ago but it’s kinda working. I think it’s 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’t 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’ve been parroting since early this yr.

Great article. The salient point for me is the game has changed, as I mused to @Jimmyjude13 last night. It’s a new era of complexity.

Shout out to some great work done by @RashadA334 and @menzie_chinn Both excellent follows.