mark imageErik Townsend welcomes Mark Cudmore to MacroVoices. Erik and Mark discuss:

  • Outlook for the US dollar for 2018
  • Are rate differentials going to impact the dollar move?
  • Considerations on the Yuan oil contract
  • Is the bond bull market over?
  • Low inflation vs. stagnation
  • Is the oil rally sustainable?
  • Outlook on the commodity markets
  • Considerations on the equity markets
  • Perspectives on China’s economy
  • Will the European Union survive?
  • Outlook for the Euro currency
  • Bullish emerging markets and currencies

Click here to register for access to supporting materials.

Get embed code for this episode | For other embed code options click here | Download the audio MP3 File (64.85 MB) | Download the podcast transcript:   pdf Here (540 KB)

Mark Cudmore is a macro strategist who runs the Markets Live blogging team in Asia for Bloomberg News. He joined Bloomberg in 2014 after more than a decade's experience of trading FX and rates, with a focus on emerging markets, at sell-side institutions including Lehman Brothers, Standard Chartered Bank and Nomura as well as on the buy-side.