Marc Chandler | TalkMarkets | Page 135
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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Emerging Markets: Preview Of The Week Of May 13
EM FX ended Friday on a weak note and capped off another generally negative week. The worst performers last week were ARS, BRL, and TRY while the best were ZAR, RUB, and KRW. We remain negative on EM FX and look for losses to continue.
Fed Can Look Through The Data Easier Than The ECB And BOJ
Geopolitical issues will continue to bubble below the surface for the capital markets. Trade issues are also near the surface.
Breather In Dollar Rally Has Begun
The Dollar Index rise has been relentless, appreciating in all but one week in each of the past three months. The US dollar is now higher on the year against most of the major currencies but the yen, Norwegian krone and sterling (0.20%).
What Are Japanese Investors Buying?
Japan reported a larger than expected March current account surplus. It typically rises in March even though the seasonal pattern is not quite as strong as it is in February.
Dollar Momentum Sapped, Near-Term Pullback Likely
The US dollar pulled back following yesterday's slightly softer than expected CPI report and this likely marks the beginning of a new phase, with the dollar moving lower.
Kiwi Tumbles On Dovish RBNZ, While Sterling Goes Nowhere Ahead Of BOE
The US dollar is consolidating in narrow trading against most of the major currencies as participants digest several developments ahead of what was expected to be the highlight today, the BOE meeting and US April CPI.
Oil Prices Surge And Dollar Gains Extended Post Withdrawal Announcement
The US dollar is broadly higher as the 10-year yield probes above 3.0%.
Italian Politics Don't Matter Until They Do
There are ostensibly three main political forces in Italy.
Dollar Races Ahead
The US dollar's surge continues. The Dollar Index is testing the space above 93.00.
China Opens Iron Ore Futures To Foreign Investors
At the end of last week, China made it easier for foreign investors to trade the Dalian iron ore futures contract.
Greenback Starts Week On Firm Note
The US dollar recovered from a softer tone in early Asia and is higher against nearly all the major and emerging market currencies as North American market prepare to start the new week.
Emerging Markets Preview: The Week Of May 6
EM FX came under intense selling pressures last week. US rates are likely to remain the key driver for EM FX, and so PPI and CPI data will be closely watched this week. We believe EM FX will remain under pressure.
Geopolitics Becomes More Salient As Monetary Policy Plays For Time
Say what you will, US President Trump is vigorously projecting what he believes are American interests. There is virtually no sign of the isolationism that many observers had anticipated.
Dollar Momentum Slows
The market is showing euro and sterling bulls little mercy. It seems that only the briefest and shallowest upticks are seen before new lows are seen while the dollar move has accelerated.
Emerging Markets: What Changed - Friday, May 4
Bank Indonesia is taking measures to stabilize the local bond market. The bank said it will buy bonds in the secondary market if fresh selling pressures emerge.
Look Past Disappointing Jobs Data, Luke
The US jobs report was broadly disappointing. However, the Federal Reserve will look through it and investors should too. A June hike is still by far the most likely scenario.
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