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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What Is The Bank Of Japan To Do?
The Bank of Japan is unlikely to change policy. Its current policy of targeting 10-year bond yields and expanding the balance sheet by JPY80 trillion is aimed at boosting core inflation to 2%.
Euro Drivers
There is one variable that explains the euro movement better than any other single variable we have found; the US-Germany two-year interest rate differential continues to be highly correlated with the euro-dollar exchange rate.
Dollar Stabilizes Ahead Of Trump And ECB
The US dollar was marked down in response to the French election and saw some follow through selling yesterday, but the momentum had slowed, and now it is stalled.
NAFTA Trade Update
The re-opening of NAFTA negotiations was supposed to be aimed more at Mexico than Canada. Sentiment turned about the peso. The central bank hiked rates and changed their intervention tactics so it would not drain reserves.
Longevity And Income
The widening income and wealth disparities have far-reaching ramifications. Some economists link the growing disparity to economic fragility and even as a contributing factor to the Great Financial Crisis.
Euro Consolidates Gains, Bond Market Sell-Off Continues
The euro is consolidating in the half cent below $1.09. Yesterday's marked up in early Asia saw the euro complete the 61.8% retracement of the losses since the US election, which was found near $1.0935.
Steel And The Trump Twist
What is relatively new about the investigation is that it is being conducted Section 232 of the 1962 Trade Expansion Act, claiming that the steel imports are a threat to national security.
Dramatic Response To French Election
The euro gapped higher in pre-Pacific trading. It had finished the week in North America a little below $1.0730 and jumped to almost $1.0860 on its way to nearly $1.0940.
Politics And Economics In The Week Ahead
The results of the French presidential election will be known prior to the open of the Asian session. No doubt the outcome will spur an initial knee-jerk reaction, but barring any surprises the market's reaction will likely be short-lived.
Speculators Take Big Positions, Including Shifting To Net Long Mexican Pesos
In the CFTC reporting period ending April 21, speculators added to significant positions in the euro, sterling and the Mexican peso.
Dollar Technicals Trying To Turn
The US dollar turned in a mixed performance last week, as yields stabilized. However, the technical condition still has not turned convincingly in the dollar's favor against most of the major foreign currencies.
Markets Enter Consolidative Mode Ahead Of Weekend
Neither the terrorist attack in Paris nor the strong eurozone flash PMI has managed to shake investors.
State Of Dollar Bull Market
The Federal Reserve's real broad trade-weighted dollar fell for the first three months of 2017, and the greenback's heavy tone this month has raised questions about the state of the bull market.
Dollar And Yen Push Lower
With the exception of the yen, the US dollar is lower against all the major currencies. US Treasury yields are firm, extending yesterday's rise a little.
May's Bold Move And Fed Expectations
UK Prime Minister May surprised the global investors and world policymakers by calling snap elections, precisely what the 2011 electoral law sought to prevent by fixing the date of elections.
New BOJ Appointments Will Strengthen Kuroda's Hand
The former BOJ Governor Shirakawa was not sufficiently activist for Prime Minister Abe who pledged to end Japanese deflation. Many bureaucrats in the BOJ were influenced by Shirakawa's approach.
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