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 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.
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.
The Grand Strategy: Fixed Spheres Of Influence Or Variable Shares?
The era of floating exchange rates began with the collapse of Bretton Woods in 1971. Floating exchange rates mean volatile exchange rates.
Trump's Comments Send The Dollar Reeling
There are two parts of Trump's comments that would have likely weighed on the dollar separately, and together they seem to be worth between 0.5% and 1.0% for the major currencies.
Hard Exit Talk Sent Sterling Below $1.20
Sterling gapped lower and proceeded to fall to almost $1.1985 before recovering a bit. It has entered the gap, which extends to last Friday's low a little above $1.2220.
Emerging Markets: Preview Of The Week Of Jan. 16
EM FX ended the week mixed. Markets continue to grapple with the outlook for the so-called Trump Trade, which we believe is intact.
Five Events That Will Drive The Capital Markets In The Week Ahead
Donald J Trump will become the 45th President of the United States on January 20. There is great uncertainty surrounding the policies his administration will pursue, and its priorities.
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