VFTP Strategist Series, Bob Savage – Lessons learned over the summer


For a conversation on the prevailing macro environment, Paul hosted his good friend Bob Savage. Bob is the CEO of CC Track, a quantitative service focusing on supporting FX trading. Bob is a highly experienced Macro and FX analyst, having previously worked at Goldman Sachs, Lehman, and BoA as a Macro FX Sales manager and FX prop trader for over two decades.

Among others Paul and Bob discuss US Fed Chairman Jerome Powells move to a more discretionary methodology to conduct monetary policy, something which Bob thinks is incredibly significant. Furthermore, they touch on several global risk factors; Bobs negative view on Emerging markets, potential problems in Europe arising from Brexit and the Italian budget, tightening dollar liquidity, and China and renminbi weakness and the deleveraging cycle.


The View