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

Supporting Materials for Download

Link to join live webinar Explaining the Ratio Call Spread

MacroVoices Post Game Chart Book January 18 2018

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)

Click to Play Now!
audio player 02

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.

[Back]