Marc Chandler | TalkMarkets | Page 285
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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Dollar Rides High
The US dollar is posting gains across the board. It has risen above JPY103 to its best level since early April. The euro has been pushed through the $1.33 and is at its lowest level since last September.
Is Marina The New Modi?
We think Marina Silva’s electoral campaign will keep much of the momentum shown in the latest polls, and with good reason. While not a done deal, her confirmation as the PSB’s candidate for presidency tomorrow is almost certain.
Great Graphic: Sterling Tracks Rate Expectations
Forward guidance is the practice by which central banks try to shape investor expectations for the trajectory of monetary policy.
Dollar Bid, While Soft CPI Sends Sterling Reeling
After gapping higher yesterday, sterling has been sent sharply lower today by the lower than expected inflation figures.
Dollar Is Mostly Firmer, With Sterling As Notable Exception
Amid light new, the US dollar is slightly firmer against most of the major currencies, except sterling. Carney's comments over the weekend, suggesting that the BOE will not necessarily wait for wages to rise before hiking rates, helped lift sterling after a six-week decline.
Looking For The Signal? Expect No Fresh Help From Yellen And Draghi At Jackson Hole
There are four main issues that investors will be wrestling with in the week ahead. First, as we saw before the weekend, geopolitical developments can still roil the markets.
Great Graphic: US Household Debt And Composition
This Great Graphic comes from New York Federal Reserve via a tweet from NickatFP. On a quarterly basis, going back to the start of 2003, to shows the dollar level as well as the composition of US household debt.
Some Reflections On A Quiet Day
The capital markets are subdued. European markets have been thinned by the Assumption Day holiday. The US dollar is a bit softer against most of the major currencies, except the Japanese yen.
Great Graphic: Euro Remains Decoupled From Peripheral Spreads
The 10-year German bond yield dipped below 1.0% briefly today for the first time, encouraged by the unexpected contraction in Germany's Q2 GDP.
Euro Zone Stagnates, But Euro Doesn't Sell-Off
The euro zone economy stagnated in Q2, as the rest of the region offset the unexpected 0.2% contraction in the German economy.
Fluid US And UK Rate Expectations
The Federal Reserve and the Bank of England have been relying on forward guidance to help shape investors' expectations for the policy outlook.
Great Graphic: STEM Majors And Occupations
This Great Graphic comes from the 2012 American Community Survey of the Census Department.
BOE's Quarterly Inflation Report Pushes Sterling Down
Today will likely prove to be the most eventful of the week. It has already featured Q2 Japanese GDP, a slew of Chinese data, euro zone industrial output and UK employment and the BOE's quarterly inflation report.
Geopolitical Concerns Ease, Allowing Poor Economic News To Have Sway
The US dollar is mostly firmer against the major and most emerging market currencies. The cease fire in Gaza and the humanitarian effort in east Ukraine has eased geopolitics off the front burner.
Great Graphic: Growing Currency Mismatch?
Investors and policy makers generally seem to recognize that the prolonged period of low interest rates and low volatility provides fertile ground for its opposite. It facilitates excessive risk taking. The excessive risk taking can take on many forms and employs various vehicles.
Quiet Start To A Quiet Week
The US dollar is narrowly mixed against the major currencies in quiet turnover. Global equities are taking their cues from the US recovery before the weekend. Core bond markets are a touch heavier, while peripheral European bonds are firmer.
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