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Author : Marc Chandler
About Marc Chandler PRO INVESTOR
Head of Global Currency Strategy at Brown Brothers Harriman.
Stories by the author
The Fed Meeting is Overshadowing European Politics
Yellow lights are flashing. Bonds remain heavy despite a weak spate of data that would seem to remove nearly any chance that Fed will hike rates next week. The...
The Day’s Data/Events Likely not to Push the Needle
Looking at the diary, today is the most important day of the week. The Bank of England and the Swiss National Bank meet. The UK reports retail sales. EMU...
Less of a Problem than You May Have Heard
There has been much discussion in the US presidential campaign about immigration, especially from Mexico. Trump has proposed a wall for the 2000-mile border. Different types of fences are...
Searching for Stability
The markets are trying to catch their collective breath after yesterday's dramatic moves. The sharp slide in US equities may have weighed on Asian markets, but losses are mild....
Maxed Out Monetary Policy
The market has not changed its mind. Following Brainard's comments yesterday the market had downgraded the chances, which were already modest, of a Fed hike next week. The September...
Is there Room to Raise Rates?
Our approach to Fed-watching is clear: Among the cacophony of voices, the Troika of Fed leadership, Yellen, Fischer and Dudley provide the clearest signal. They are most often on...
When Governor Brainard Talks, People Listen
Stocks and bonds have begun the new week much like last week ended. Sharp losses are being recorded. The US dollar is mixed, with minor losses against the euro,...
Teeing Up the Emerging Markets
EM ended last week on a soft note. Perhaps it was the North Korean nuclear test (see below). Perhaps it was disappointment in the ECB or rising Fed tightening...
Expectations are for a Capital Market Continuation
The week ahead will likely be shaped by a combination of what happened last week and what will happen the week after next. The end of last week saw...
CFTC: Long Position Liquidiation
Over the summer, the US dollar was out of favor with the speculators in the futures market. This means that gross long positions increased and gross short positions tended...