Home » Archives for Marc Chandler » Page 104
Author : Marc Chandler
About Marc Chandler PRO INVESTOR
Head of Global Currency Strategy at Brown Brothers Harriman.
Stories by the author
Spain has Enough Problems Without the Greece Comparison
It was once fashionable for European officials to offer geography lessons to investors. Ireland is not Greece. Portugal is not Spain. Italy is not Greece. France is not Italy....
Fed Minutes are Released and U.S. Corporate Earnings Season Begins
The US dollar is broadly higher on follow through buying after recovering in North America yesterday, helped in part by the FOMC minutes. The minutes suggested a greater risk...
A Breakdown of the ECB Asset Buying Spree
The ECB is a month into what it has signaled will be at least an eighteen-month asset purchase program. It had begun buying asset-backed securities and covered bonds earlier,...
FOMC Minutes, a Big Energy Merger and the BOJ Meeting Highlight Today’s Events
The US dollar has given back most of yesterday's gains though the euro has been unable to resurface above $1.09. The uptrend that marked most of Q1 has morphed...
The Shifting Sands of Oil Price and Currency Correlations
Oil prices are heavier today, paring yesterday's substantial (~6%) gain. The realization that an increase in Iranian oil exports is still several months off at best fueled gains. Citing...
Liquidity Returns to the Markets with Surprising Gains by the U.S. Dollar
With full liquidity returning to the markets, the US dollar has built on the recovery seen in the North American afternoon yesterday. The greenback's gains against the euro are...
Last Year’s Investment Strategy is Struggling in 2015
For global equity investors what worked so well last year is struggling to work this year. Last year, the S&P 500 was the place to be. It gained nearly...
Russia and the Philippines Lead Emerging Market News
EM currencies are starting the week off firm, helped by the weak US jobs data on Friday. While we continue to see the US economy’s weakness in Q1 as...
Greece, Australia, the Bank of Japan, and U.S. Labor Market Conditions Open the Week
The US dollar firmed in thin Asian turnover, but now is slightly lower against most currencies as US traders return to their posts. Many centers remain closed and participation...
The Upcoming Week’s Issues That Should Hold Market Participants’ Attention
We identify six key issues facing investors: - US economy - Brinkmanship in Athens - Cyclical recovery in Europe - BOJ policy response - RBA meeting - Oil prices...


