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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
Turkey Shines in the EM Space on Election Results
EM starts the week on a mixed footing. Turkey is the star performer from the surprise result of the elections that ended the period of political uncertainty, but there...
Diverging Monetary Policy Expectations
A critical driver in the foreign exchange market and the global capital markets more generally, is the continued preparation by the Federal Reserve for a rate hike, while many...
Investors Look to the End of Week U.S. Jobs Report
The US dollar recorded mixed performance last week. Consolidative technical pressure, after it spurted higher at the end of the previous week with the help of a dovish ECB...
Taking a Look Back to the Future(s)
There were three significant (10k contracts or more) gross position adjustments among speculators in the futures market in the Commitment of Traders reporting week ending October 27. It covers...
More Ammunition for an Australian Monetary Policy Change
It was a close call. After Australia's leading banks lifted the variable rate mortgage rates recently, many observers expected the Reserve Bank of Australia to offset the tightening with...
The BOJ and FOMC Capture Investors’ Attention
The Reserve Bank of New Zealand and Sweden's Riksbank can still surprise investors, but it is the BOJ and FOMC meetings that are the talk of the markets. Surveys...
Emerging Market Idiosyncratic Risk Remains in Place
EM starts the week off on a mixed footing. On the one hand, hints of ECB stimulus and actual PBOC stimulus last week suggest a more supportive global liquidity...
Central Bank Decisions Complicated by Diverging Economies
The European Central Bank and the People's Bank of China reanimated divergence as a critical driver just when many observers had all but given up on it. The divergence...
A Dollar Save by the ECB and PBOC
The combination of the dovish signals from the European Central Bank and the rate cut by the People’s Bank of China lifted the US dollar just as it was...
The ECB’s Draghi Gets Dovish
ECB President Draghi sent an unambiguous signal to investors. Although the economic data from the region has been largely stable, the downside risks have grown, and the ECB will...


