Macro Voices Podcast

MacroVoices #178 Mark Cudmore: Bearish global growth and equity markets, expecting an imminent decline in stock prices

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Macro Voices Podcast

male silhouette.Erik Townsend and Patrick Ceresna welcome Mark Cudmore to MacroVoices. Erik and Mark discuss:

  • Outlook on global growth and economy
  • US growth outlook
  • US/China trade negotiations
  • Unemployment rates and recession forecast
  • US equity market and its effects on emerging markets
  • Factors that drove the recent rally and the outlook on the next two quarters
  • US treasury market, the yield curve and the US dollar
  • The decline in the US share of global GDP
  • Outlook on the British Pound and the Hong Kong dollar

SPECIAL POST GAME GUEST- Danielle DiMartino-Booth: Follow up on FOMCmale silhouette

  • Is this a midcycle adjustment
  • Will the ECB cut in September
  • What is the next move for Powell

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Mark Cudmore

Mark Cudmore is a macro strategist and the global Managing Editor of Bloomberg’s Markets Live blog. He joined Bloomberg News 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.

 

DANIELLE DIMARTINO BOOTH is a financial expert and commentator on economic trends. 

After working as a financial columnist at the Dallas Morning News, DiMartino Booth spent nine years (2006 – 2015) as an advisor to Richard W. Fisher at the Federal Reserve Bank of Dallas.  After leaving the Fed,DiMartino Booth founded Money Strong, LLC, an economic consulting firm and launched a weekly economic newsletter with more that 20K subscribers. Linked In, where she has over 32,000 followers, ranked her the 3rd Top Voice in 2016.  For 2017, MarketWatch named her one of the four economists to follow in the Trump era.

She is the author of FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America. DiMartino Booth began her career in New York at Donaldson, Lufkin & Jenrette and Credit Suisse, where she worked fixed income and the public and private equity markets.  Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.  She lives in Dallas with her family. For more, visit www.dimartinobooth.com and follow @DiMartinoBooth on Twitter.

 

 


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