Published Jul 15, 2019

Why A Longtime Bull Just Flipped Very Bearish On The Stock Market

Mark Cudmore, a veteran macro strategist, explores the deteriorating US-China trade relations and liquidity issues that have led him to flip from bullish to bearish on the stock market, warning of potential recessions and significant sell-offs.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Odd Lots

Why A Longtime Bull Just Flipped Very Bearish On The Stock Market

Topics covered

Popular Clips

Market Share Growth

Market Warning

Market Divergence

Navigating Bearishness

Market Insights

Financial Market Sell-Off

Credit Market Concerns

Market Divergence

Trade War Implications

Bearish Market Analysis

Global Trade Perspectives

Late Cycle Uncertainty

Twitter and Podcasts

Dollar Dynamics

Episode Highlights

Trade War Dynamics

Financial Market Dynamics

Bearish Market Shift

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Why A Longtime Bull Just Flipped Very Bearish On The Stock Market

Topics covered

Popular Clips

Episode Highlights

Trade War DynamicsMark Cudmore discusses the deteriorating US-China relations and their profound impact on global trade and economic growth. He highlights the challenges in reaching a trade agreement and the potential consequences for the stock market.

Trade War Dynamics

Financial Market DynamicsMark Cudmore, a macro strategist at Bloomberg, shares his concerns about liquidity issues and credit risks in the financial markets. He warns of potential market sell-offs and questions the Federal Reserve's ability to prevent a recession.

Financial Market Dynamics

Bearish Market ShiftMark Cudmore, a Bloomberg macro strategist, has shifted from a long-standing bullish stance to a bearish outlook on the stock market. He warns of a potential recession and significant market sell-offs, marking a notable change in his economic perspective.

Bearish Market Shift

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