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


Latest Posts
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The Evolution Of Three Issues Are Key In The Week Ahead
As May winds down, the light economic calendar will allow investors to take their cues from the evolution of three disruptive forces--trade, Brexit and the US economy.
What Kind Of Currency Bounce Is This?
It seems clear that the world's two largest economies slowed before the tariff truce ended. . The net result of weaker stocks and lower bond yields seems reasonable.
EC Macro Summary: Japan And The Yen
The Japanese yen is the best performing currency so far here in May. It has appreciated by roughly 1.25% against the dollar.
Trade, Brexit, And Disappointing Flash PMIs Weigh On Global Markets
The deterioration of the investment climate is spurring the sales of stocks and the buying of bonds.
Sterling Can't Get Out Of Its Own Way
There is a nervous calm in the capital markets. Yesterday's rally in US shares failed to excite global investors.
Rare Earths May Provide Leverage
Many American observers argue that the trade imbalance gives the US an advantage in a trade war with China.
Equities Find Some Traction While The Dollar Firms
Equities are paring some of their recent losses. The MSCI Asia Pacific Index is posting its first back-to-back gain in a month, led by a more than 1% rally in China.
End Of Tariff Truce Spurs Over Correction
The S&P 500 recorded a key reversal on May 1, and the end of the tariff truce ensured follow-through selling. With today's early losses, it is off nearly 3.5% this month.
Politics Overshadows Economics Today, But Japan's Economy Unexpectedly Expanded In Q1
Encouraged by the election results, investors bid up Indian and Australian currencies and equities.
The Dollar Remains The Least Ugly
Neither trade tensions nor perceptions that the probability of Fed rate cuts were able to derail the mighty dollar, which rose against all currencies but the Swiss franc among the majors and the Russian ruble among the emerging market currencies.
The Week Ahead Featuring The Battle For 7.0
There are short-run and longer-term consequences of the strategic objective is to integrate China into the world economy. Most immediately, volatility in the equities has risen, which is associated with falling stock prices.
China Questions US Sincerity
Since the presidential tweets on May 3, the US had the initiative in the negotiations with China, but today, China has pushed back.
US Struggles To Strike A Less Strident Tone
Retail sales and industrial production disappointed in both the US and China prior to the end of the tariff truce, declared by the US in a series of presidential tweets on May 5.
The Thumbnail Sketch Of The Euro You Are Looking For
An overview of the broad macro considerations for the euro, with some thoughts about the price action, including volatility.
Angst Continues
Disappointing Chinese April data spurred speculation that more stimulus will be forthcoming and bolsters hopes that a trade deal with the US by the end of next month helped Asian Pacific equities advance for the first time this week.
Why China Finds It Difficult To Weaponize The Yuan And US Treasuries
The point is not that China cannot sell its Treasury holding or that it cannot devalue the yuan. The point that has already been explored, arguably ad nauseam, is that the costs are too high.
1 to 16 of 2961 Posts
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