Marc Chandler | TalkMarkets | Page 12
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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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.
What We Are Likely To Learn In The Coming Days
Much of the data due out in the coming days will flesh out details of what is generally understood in broad strokes.
Great Graphic: Peak Driving
Pundits have talked about peak oil and peak water, and peak nearly every finite resource.
Two Equity Stories You May Have Missed
It has been a poor week for equity markets, even as the session's losses are being pared, or even reversed. Geopolitical tensions, and the fallout from escalating sanctions, are the easily cited culprits, along side some disappointing earnings.
Short Squeeze Lifts Euro, While Falling Yields Weigh On Dollar
The key driver of the global capital market is the heightened geopolitical risks ahead of the weekend. These now include the US air strikes in Iraq, as well as a sense that the situation in the Ukraine is reaching an inflection point.
Great Graphic: US-Russian Trade
The US reported a June trade deficit that was smaller than expected. The $41.5 bln shortfall was the smallest since January.
Draghi Stays The Course
As widely anticipated, the ECB left policy on hold and Draghi did not change his tone or general assessment.
Waiting For Draghi
The US dollar recouped some of the modest losses seen in North America yesterday. The focus is not, though, so much on the US today. The Bank of England, and even more important for the markets today, the ECB meets.
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