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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Dollar Slips, Though Emerging Markets Trade Heavily
The US dollar is beginning the new week on a soft note, as China threatens not to accept the invitation for trade talks in Washington if the US imposes new tariffs on $200 bln of its goods.
Emerging Markets: Preview Of The Week Of Sept. 17-21
EM FX ended mixed in Friday, capping off an up and down week. Trade tensions are likely to remain high. With US rates pushing higher, we think the backdrop for EM remains negative.
Dollar Pullbacks Remain Shallow As Rate Differentials Widen
The trajectory of monetary policy in the US and Europe has been fairly clear. There's little doubt the Fed will hike rates on Sept. 26 and the ECB will reduce its asset purchases to 15 billion euro a month in Q4 and finish at the end of the year.
Near-Term Dollar Outlook - Saturday, Sept. 15
Contrary to our expectations, there was very little follow-through dollar buying after the jump in hourly earnings reported on September 7. In fact, the dollar lost ground against all the major currencies last week but the Japanese yen.
Emerging Markets: What Changed - Friday, Sept. 14
US Treasury Secretary Mnuchin announced that he invited his China counterparts for another round of high-level trade negotiations.
Dollar Losses Extended - Friday, Sept. 14
The US dollar remains on the defensive after retreating yesterday. Its losses against the most of the major and emerging market currencies are being extended today.
Draghi Sticks To Script
The ECB did not surprise the market. The plan to halve the asset purchases in Q4 before stopping at the end of the year was reiterated.
Vulnerable To Disappointment
There is an eerie calm in the markets ahead of the highlight for the day and week. The central banks of the eurozone, UK, and Turkey hold policy meetings, and the US reports August CPI.
WTO Reforms
The WTO needs to be reformed and modernized. This is widely acknowledged. Trump does point out some of the short-comings with threats to withdraw breeds mistrust and apprehension.
Dollar Chops In Narrow Ranges
Eurostat confirmed that EMU industrial output fell for a second consecutive month in July.
Did The CRB Bottom?
The CRB index has been trending lower since late May. It fell nearly 10% to retrace 50% of the rally come June 2017.
US Policy Mix Reconsidered
The full impact of last year's tax cuts and spending increases are still working their way through the economy.
Dollar May Prove Resilient If It Is Turn Around Tuesday
The euro and sterling extended their recovery from the US hourly earnings lows seen before the weekend.
EC Japanese Investors Buy Treasuries And French Bonds And Sell Bunds And Gilts
Japan reported a slightly larger than expected July current account surplus earlier today.
Initial Extension Of Euro And Sterling Losses Stall
The US dollar's pre-weekend gains were extended against most the major currencies, but the euro, sterling, and Australian dollar have recovered in the European morning. Emerging markets currencies are mixed.
Emerging Markets: Preview For The Week Of Sept.10
Trade tensions will remain high after the US announced plans to slap tariffs on an additional $267 billion of Chinese imports. This negative backdrop should weigh on EM this week.
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