Marc Chandler | TalkMarkets | Page 1
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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Move Over Behavioral Finance, Make Room For Sociobiology
I am not saying this is the best thing since sliced bread. I am not arguing that the findings are iron clad and all have been duplicated. I am suggesting the studies are provocative.
Dollar Losses Set Stage For Recovery
The US dollar lost ground against nearly all the major currencies last week. The euro, Swiss franc, yen and sterling gained around 1% against the dollar last week.
Cool Video: John Authers--What Can Go Wrong
John Authers of the Financial Times as put together about an 8.5 minute video that discusses the "bullish on America" sentiment that is a key driving forces in the capital markets.
Will "Invest In Europe" Be DOA?
Expectations are running high that the ECB will move to more aggressively expand its balance sheet, record low bond yields in many euro area countries, negative 2-year yields in at least five countries, and below 5bp in another three countries.
Antipodeans Sink, While USD Treads Water
The US dollar remains within recent ranges against the euro, yen and sterling.
Germany Surprises, Helps Euro Tick Up
The German flash PMI was disappointing, but the ZEW survey was considerable better. The German IFO followed the ZEW lead, not the PMI. The IFO improved for the first time since April.
Politics Is Economics In The Week Ahead
Many people assume that politics and economics are separate spheres. It was Harold Laswell, regarded as the father of modern political science, that famously defined politics as who gets what, when and how. Isn't that the role of the price mechanism and the market economy?
Everyone Wants Dollars (Again)
The yen has been the weakest of the majors this month, losing about 4.7% against the dollar. The swing in interest rate expectations for the BOE has seen sterling slip 2.0%, more than twice the euro's 0.9% decline, thus far, in November. The S&P might be giving indication of an exhaustion gap.
Draghi Talks Euro Lower, Aso Lifts Yen
In the European morning, at a banking conference in Frankfurt, the ECB's Draghi expressed a sense of urgency that heightens the risk of fresh action as early as next month.
Great Graphic: Nikkei And Yen
This Great Graphic show the dollar against the yen (white line) and the Nikkei (yellow line), since the eve of the election that swept the LDP back into power in Japan, and heralded Abenomics.
Eurozone Moves In Wrong Direction, While The British Go Shopping And Japanese Exports Jump
There is plenty of data out today and it is generally reinforcing our three many thematic points: divergence, weak commodities, especially energy, and the slowing of the Chinese economy.
FOMC Minutes: Centrists Remain In Control
The FOMC minutes were not very surprising. The FOMC is not in any hurry to raise interest rates before the middle of next year at the earliest.
Great Graphic: Americans Buy Record Foreign Bonds And Stocks In September
Americans bought $30 bln of foreign shares in September. Before 2000, the most was about $10 bln.
Yen And Dollar-Bloc Sink, While Sterling Ticks Up
The run on the yen continues. The US dollar and euro are at new multi-year highs against the yen.
Five Things To Look For In The TIC Data
The US reports the TIC data at the close of markets today for the month of September.
Great Graphic: Woman Participation In The Labor Force
The issue is that many countries want to grow faster. Some structural changes are needed. Many countries are not making the most of what economists have become fond of calling "human capital".
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