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Author
Marc Chandler 872 posts 0 comments
Marc Chandler joined Brown Brothers Harriman in October 2005 as the global head of currency strategy. Previously he was the chief currency strategist for HSBC Bank USA and Mellon Bank. In addition to frequently providing insight into the developments of the day to newspapers and news wires, Chandler's essays have been published in the Financial Times, Barron's, Euromoney, Corporate Finance, and Foreign Affairs. Marc appears often on business television and is a regular guest on CNBC and writes a blog called Marc to Market. Follow him on twitter.
The power shortages and damaged factories are taking a larger toll than was initially evident. Press reports, for example, warn that the contagion via the supply chains may have greater global impact, which in turn could impact the…
GDP, Policy Mixes and Sterling-Yen Trade Idea
The US and UK report their first estimates of Q1 11 GDP this week. While the US economic data, like ISM readings suggest the US economy is enjoying reasonably good momentum, the GDP components are distinctly softer and suggest a…
Searching for Dollars in a Basket of Eggs
Dollar ended the week softer with AUD, JPY and SEK the strongest weekly performers in the G10.
Fed introduces new level of transparency next Wednesday with regular press briefings.
Euro likely to test December 2009 high, around $1.47, on…
S&P reckons 50-70% haircut for Greek debt restructuring, weakening euro
The euro zone periphery debt market has moved back into the fore, with Greece taking center stage again. While additional news flow out of the Ireland indicates that the Irish government is now considering the term “structured default” as a…
Capital Offense
By Marc Chandler
A disproportionate amount of mind share has been devoted to the financial aspects of the crisis. Investors and policy makers alike may be distracted by this over-emphasis and thus leaving them vulnerable to other aspects…
UK Manufacturing Data Soft, Dollar and Sterling Weak
BBH CurrencyView
US dollar continues to weaken ahead of tomorrow's ECB and BoE meeting
UK manufacturing much weaker than expected; Swiss CPI exceeds estimates
Euro remains resilient ahead of ECB meeting; Portugal raises…
Notes from Private Briefing with BOJ
By Marc Chandler
The BOJ's rep office in NY invited a number of analysts to meet the Deputy Director of the stats office and hear a presentation about the economic impact from the recent disaster.
The key take away points from the…
India Foreign Investors Returning and Data Softens
By Marc Chandler
Overseas investors have stepped up their purchases of Indian equities in recent days and have reversed the earlier outflows to be net purchases here in 2011. Between last Thursday, March 31, Friday April 1 and yesterday…
The ECB and the Fed
If there is a single factor that was the main driver of US dollar in the first quarter, it would be the divergence between the trajectory of US and European monetary policy. The Federal Reserve is still engaged in easing monetary policy…
Some Lines In The Sand Go, But New Ones Will Drawn
By Win Thin
With BRL breaking below 1.65 and KRW below 1100, it is tempting to suggest that EM policy-makers are becoming more willing to accept currency strength to help limit inflation. We’ve heard this many times before, almost every…