Marc Chandler Blog | Talkmarkets | Page 1
Political Economist

Marc Chandler has been covering the global capital markets in one fashion or another for more than 25 years, working at economic consulting firms and global investment banks.

Chandler attended North Central College for undergraduate work, where he majored in political science and the ... more

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Coronavirus Hits Asia Hardest, Europe And The US Resilient
The new coronavirus in China has moved into the vacuum left by the US-China trade agreement and clear indications that the Bank of Japan, the European Central Bank, and the Federal Reserve are on hold as investors searched for new drivers.
ECB's Strategic Review And The Coronavirus Command Investors' Attention
The spread of the coronavirus and the lockdown in the epicenter in China has again sapped the risk-taking appetite in the capital markets. Asia is bearing the brunt of the adjustment.
Fragile Stability In Capital Markets Even As SARS Comparisons Grow
The S&P 500 lost less than 0.3% yesterday, even as the first case of the Wuhan Virus was found in the US.
New Respiratory Illness Saps Risk-Taking Appetites
The spread of a new respiratory illness in China has spurred a wave of profit-taking in equities and risk assets more generally.
Stocks Stall While The Dollar Remains Bid
The new week is off to a quiet start as the US celebrates Martin Luther King's birthday, and investors look for a fresh focus.
China Allows CNY To Rise Against The Dollar
The US dollar gained against the major currencies, except for the Swiss franc, which strengthened to its best level against the euro since April 2017. It has risen for six of the past seven weeks, and the week it fell, it slipped less than 0.1%.
Central Bank Meetings Featured
Early signs suggest the US economy continues to enjoy a record-long, even if not robust, expansion.The focus shifts elsewhere in the week ahead, for which the US sees a relatively light calendar of economic reports in a holiday-shortened week.
China And The UK Surprise In Opposite Directions
Helped by new record highs in the US, global stocks are moving higher today.
Markets Look For New Cues With US-China Trade Pact Signed
The global capital markets are calm today as investors await fresh trading incentives.
Phase 1 Trade Deal Shifts Terrain Of US-China Rivalry
News that US tariffs on China will remain until through at least the November US election and continued US attempts to stymie China have taken some momentum from the push into risk assets.
China Was A Currency Manipulator For A Few Months
The leaked US decision to lift the currency manipulator designation on China was the latest fodder fueling the new record highs in the S&P 500.
Brexit Update - Tuesday, January 14
Three and half years after what was initially a non-binding referendum, the UK has seen its way to leave the EU.
Dismal Data Undercuts Sterling And Boosts Chances Of A Rate Cut
There are two big stories today. The first is the large scale protests in Iran after the government admits to accidentally shooting down the commercial airliner amid the fog of war.
Technicals: The Underlying Signal
The heightened geopolitical risks and then the unwind drove the price action in the capital markets last week. These are the kind of markets that whipsaw even the most experienced and nimble among us.
Back To Macro?
The US-China trade conflict and then US-Iran confrontation distracted investors from the macroeconomic drivers of the capital markets. It is not that there is really much closure with the exogenous issues, but they are in a less challenging place.
Jobs Friday: Asymmetrical Risks?
The first full week of 2020 is ending on a quiet note, pending the often volatile US jobs report.
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