Category Archive: 4.) Marc to Market
Euro Short Covering Bounce Fizzles and Draghi Pushes it Lower
The US dollar is rebounding today after yesterday's correction. Those losses seemed to have been a function of some profit-taking after the seeming confirmation in the FOMC minutes that the Fed was set, barring a significant surprise, to raise rates next month. The dollar bulls were already beginning to buy the dip before Draghi …
Read More »
Read More »
US Corporate Earnings, Overseas Sales and the Dollar
How much of a headwind is international exposure causing US-based companies? Factset did a study earlier this month, drawing on a combination of companies that had already reported Q3 earnings and used estimated results for those who had not reported. It sheds light on the much-discussed earnings recession. The blended earnings (as of November 5) …
Read More »
Read More »
Great Graphic: In the US to be in the Top 1% Depends on Where You Live
It shows how much money one needs to earn to be in the top 1% of the state's income earners. There is great variance. Connecticut has the highest threshold of $678k. Arkansas has the lowest threshold at $228k. That is a third of Connecticut.
Read More »
Read More »
Dollar Corrects Lower
The US dollar is trading heavily today. The losses are not particularly steep against either the majors or the emerging market currencies. A common narrative is attributing the dollar's pullback to "dovish minutes," but this is not a fair asse...
Read More »
Read More »
Democratizing the Fed or Politicizing Monetary Policy?
The British historian Lord Acton famously said that "power corrupts and absolute power corrupts absolutely." The American response is a system of checks and balances. The Federal Reserve represents a concentration of power...
Read More »
Read More »
A Less Terrible Political Moment for Brazil
(from my colleagues Dr. Win Thin and Ilan Solot)
Brazil’s government scored an important set of political victories yesterday, many of which impact the fiscal accounts. It’s too soon to say that the tide has decidedly changed, but there are some positive signs
Read More »
Read More »
Awaiting Fresh Cues, the Greenback Consolidates Gains
Amid light news, the US dollar’s recent gains have pared slightly. Attention turns to the US, were several Fed officials speak, October housing starts/permits will be released, and then later in the session, traders will peruse the minutes ...
Read More »
Read More »
Security, Refugees and European Fiscal Policy
The EU is warning that Austria, Italy, and Lithuania are at risk of not achieving their 2016 budget goals. It also warned Spain that is too may miss its target. Nevertheless, the EU said there were no serious violations.
Read More »
Read More »
Weekly Speculative Positions: Observations
1. In the Commitment of Traders reporting week ending November 10 covers the few days before the US employment data and a few days after. Speculative participants made five significant (10k contracts or more) adjustments to gross positions in the currency futures. The prior reporting period saw only three significant adjustments,...
Read More »
Read More »
Taxi Talk with Mark Chandler
In the latest Taxi Talk episode, we take a tour of the Big Apple with Brown Brothers Harriman’s Marc Chandler to get a feel for the major macro matters at play in today’s markets. MORE AT: http://bit.ly/1We6RQJ
Read More »
Read More »
Live Analysis Room Show 538th + interview Marc Chandler
Join us for a unique Forex experience in the FXStreet Live Analysis Room. The #FXroom is being hosted by Dale Pinkert, long time and popular contributor on FXStreet. Trading in community. Know our Mastermind concept as we all edify each other 1+1=11 at http://www.fxstreet.com/webinars/live-analysis/ and chat with experts and traders.
Don't miss the interview with Making Sense of the Dollar author Marc Chandler
@marcmakingsense at 14:15 GMT, 10:15...
Read More »
Read More »
Live Analysis Room Show 538th + interview Marc Chandler
Join us for a unique Forex experience in the FXStreet Live Analysis Room. The #FXroom is being hosted by Dale Pinkert, long time and popular contributor on FXStreet. Trading in community. Know our Mastermind concept as we all edify each other 1+1=11 at http://www.fxstreet.com/webinars/live-analysis/ and chat with experts and traders. Don’t miss the interview with …
Read More »
Read More »
The Morning Edge With Blake Morrow – SPECIAL – Interview Marc Chandler /Chris Bayer – 08/18/15
Note; Recording contains some sound drops due to unresolved internet problems. Blake (@PipCzar) interviews Marc Chandler. 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 …
Read More »
Read More »
Interview With Marc Chandler: Still in Early Stages of Dollar Rally
Apr 11 – Jim welcomes back Marc Chandler on the weekend broadcast to get his current take on the currency markets.
Read More »
Read More »
The World’s Biggest Trend ft. Marc Chandler
Our Website: http://phx-cap.com/ If you’d like to contact Peter Pham or Phoenix Capital, please email [email protected] Follow us on Twitter https://twitter.com/The_Big_Trade This conversation is also available @iTunes https://itunes.apple.com/us/podcast/worlds-biggest-trend-ft.-marc/id952345306?i=339501245&mt=2 @Stitcher http://www.stitcher.com/podcast/the-big-trade-show/the-big-trade/e/the-worlds-biggest-trend-ft-marc-chandler-37560181...
Read More »
Read More »
Marc Chandler on the Negative Interest Rate Trend in Europe
Feb 20 – Cris Sheridan welcomes Marc Chandler, author and Global Head of Currency Strategy at Brown Brothers Harriman. Marc discusses the reasons behind the negative interest rate trend in many European countries. http://www.financialsense.com/subscribe
Read More »
Read More »
American Monetary Association EP 22 Marc Chandler: Making Sense of the Dollar
Has the dollar really lost its supreme place in the world? Listen in as host, Jason Hartman, discusses this subject with long time foreign exchange expert, Marc Chandler. In this episode, Chandler explains why so many are wrongly defining current conditions of both the dollar and the U.S. economy. Visit http://americanmonetaryassociation.org
Read More »
Read More »
Mark Basla interview with Marc Chandler, Brown Brothers Harriman
Mark Basla, Vice President, DVIRC, interviews Marc Chandler, Global Head of Currency Strategy, during DVIRC annual manufacturing executive conference. Chandler discusses the US manufacturing employment trends gaining back 600,000 jobs, and the multiple effect whereby for every manufacturing job, 2 – 4 jobs are created outside of manufacturing. He also addresses the US skill shortage …
Read More »
Read More »