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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Emerging Markets: Preview Of The Week Ahead - June 24
Emerging markets FX ended Friday mixed, and capped off a mixed week overall as the dollar’s broad-based rally was sidetracked. Emerging markets may start the week on an upbeat after PBOC cut reserve requirements over the weekend.
Trade Tensions And EU Summit Highlight Q2's Last Week
We argue there are three major disruptive forces that are shaping the investment climate: the US policy mix in relative and absolute terms, the escalation of trade tensions, and immigration.
Technical Correction Spurred By Fundamental Trigger
The Bank of England surprised investors last week, as three of the nine MPC members dissented in favor of an immediate hike. The short-covering rally that ensued appears to signal the start of a broad corrective phase in the foreign exchange market.
Emerging Markets: What Changed - Friday, June 22
In the EM equity space as measured by MSCI, Mexico (+2.4), Turkey (+1.7%), and Russia (+1.5%) have outperformed this week, while the Philippines (-6.6%), UAE (-4.3%), and Thailand (-3.9%) have underperformed.
BOE Spurs Dollar Pullback
The Bank of England's hawkish hold yesterday, spurred by three dissents in favor of an immediate hike, changed the near-term dynamics in the foreign exchange market.
A Change Under Foot In Europe
The EU and the ECB's institutional capacity was enlarged through the Great Financial Crisis and the European debt crisis. It continues to be a work in progress.
Dollar Driven Higher
The half-hearted and shallow attempts by the currencies to recover appear to be emboldening the dollar bulls today.
Is It Crazy To Like The Loonie?
The Canadian dollar is falling for a fifth consecutive session and seventh in the past eight.
Fragile Stability
The day began out with equity losses in Asia before a sharp recovery, perhaps initiated in China.
China Takes A Hit, But What Is Next?
How China manages the yuan is a strategic decision and it is unlikely to accelerate the depreciation to compensate for the 25% tariff.
America First Clashes With Made In China 2025
The escalation of trade tensions between the world's two largest economies is scaring investors, who are liquidating equities and buying core bonds.
Politics And Economics Weigh On European Currencies
The US dollar is rising against most of the major and emerging market currencies.
Emerging Markets: Week Ahead Preview For June 18 - 22
We expect EM FX to continue weakening, but note that with very few fundamental drivers this week, we may see some consolidation near-term.
Warning: Treacherous Week Ahead
All three of the major central banks met last week and confirmed that monetary policy would continue to diverge for at least another year. The clarity of the trajectory of monetary policy reduces the impact of high-frequency economic data
Renewed Confidence In Divergence
The G3 central banks met, and the main take away is that the Federal Reserve will continue to hike interest rates, while the ECB confirmed it is still a year away from its first hike, which will begin with the deposit rate at minus 40 bp.
Emerging Markets: What Changed - Friday, June 15
US-China trade tensions are rising. The US announced 25% tariffs on $50 billion worth of Chinese imports, and China said it would retaliate with "equal scale, equal intensity" on imports from the US.
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