Marc Chandler | TalkMarkets | Page 182
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 humanities. ...more

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How A Strong Dollar Weighs On Net Exports
Investors appreciate that a strong dollar can impact US growth through the net export component of GDP.
Bloomberg's Daybreak - Trump And Rates
In the most recent CFTC reporting week, which ended on January 17, speculators in the 10-year note futures market reduced the record net short position. It is only the second week reduction since the end of November.
UK Supreme Court Decision: Anti-Climactic?
A week ago, sterling gapped lower anticipation of May's speech on Brexit. Today it has pushed higher to reach its best level since December 19.
Dollar's Pre-Weekend Retreat Extended In Asia Before Stabilizing In Europe
The US dollar had a poor close in the North American session before the weekend as investors appear increasingly anxious about the new US Administration's economic policies and priorities.
Emerging Markets: Preview For The Week Ahead
Several EM central banks meet this week, including Israel, Turkey, Hungary, South Africa, and Colombia. Of these, Turkey’s is the most important as we believe that a big rate hike is needed to help support the lira.
The Challenging Week Ahead
Ultimately, public policies and private sector behavior, not speeches or wishes, drive interest rates, equities, and currencies. Investors will have to get accustomed to the new Administration's way of conducting itself and communicating.
Speculators Swing Back To Net Long Aussie
Speculators reduced exposure to the major European currencies by liquidating longs and covering shorts. In the euro, this has been a bit of a trend.
Dollar Still Appears To Carving Out A Bottom
The US dollar turned in a mixed performance over the past week. The technical indicators continue to support our expectation that after correcting since mid-December, following the Fed's hike, the dollar is basing.
Emerging Markets: What Has Changed - Friday, Jan. 20
Prime Minister Phuc said Vietnam will ease the limits on foreign ownership of banks this year.
Great Graphic: Trade And Tariffs--End Of An Era?
Gobal trade in goods and services has slowed, and there is less progress in removing tariff barriers to trade.
Trump Day
The 45th President of the United States will be sworn in today, and the heavy cloud of uncertainty over priorities and policies will begin being lifted.
Draghi Lets Steam Out Of Euro
Draghi's general tone and assessment did not change despite the near doubling of the rate of headline inflation from 0.6% to 1.1% in November-December period.
Dollar Gives Back Most Of Yellen-Inspired Gains
Comments late yesterday by the Fed's Yellen after headline CPI rose above 2% for the first time in a couple of years, and the largest rise in industrial output since November 2014, spurred a rise in US yields and the dollar.
Bloomberg's Daybreak--- Dollar Correction
The issue at hand was about the dollar's losses since the start of the year. I suggest that the correction actually began a day or so after the Federal Reserve hiked rates in mid-December.
Markets Stabilize, Awaiting Fresh Cues
The US dollar is trying to snap a seven session decline against the Japanese yen. The dollar fell every session last week and the first two of this week.
Great Graphic: Is The Pound Sterling?
Sterling's 2.75% rally today is the biggest advance in more than eight years. The UK government has done a good job of managing expectations.
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