Erik Townsend and Patrick Ceresna welcome Tian Yang to MacroVoices. Erik and Tian discuss:
- US Recession and is the bear market rally over?
- Fed cuts – is it different this time?
- Fixed income outlook
- China re-opening and EM outlook
- What’s next for USD
- Complacency of US high yields
- Commodities super cycle intermission
Download the podcast transcript: [Click Here]
We strongly recommend that you download the chart book that accompanies this episode, as Erik and Tian will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).
Tian Yang is CEO and Head of Research at Variant Perception. Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill
Lynch in London from 2010-2014. Tian graduated from the University of Cambridge, Trinity College in 2010 with a first class BA degree in Economics.