Sign in
Sign in
Recover your password.
A password will be e-mailed to you.
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.
- At the risk of oversimplifying, there seems to be a single overriding driver of the global capital markets in the coming days
- The US real sector data, like retail sales, industrial production and housing starts, risk being on the soft…
Dissecting the Jobs Report
By Marc Chandler
The shockingly poor US employment data is bolstering bonds, while initial equity market gains have been reversed. It is weighing on the dollar, nearly across the board, and giving some of the accessible emerging market…
ECB Preview: Mostly Thunder, Little Rain
By Marc Chandler
The ECB meets tomorrow. There is much consternation among many observers over the ECB's reluctance to recognize what they see as a potent deflationary threat. With the US economy gaining momentum and GDP per capita set to…
China update: local government debt, Yasukuni reaction, IPOs and more
By The Brown Brothers Harriman Currency Strategy Team
We call attention to four recent items in China: First, central bank deputy governor penned an article yesterday saying that China will expand the opening-up of the foreign exchange…
2014 Outlook: Annus Not-So-Horribilis
This post represents Marc Chandler's thoughts on key topics to watch in markets and the economy for 2014
Why, Abe?
Shinzo Abe is a smart man and savvy politician. He has the rare honor of being Japan's prime minister twice. He is celebrating his first year of his second (non-consecutive) term in office. In fact, it is on that very anniversary that he…
Exaggerating the rise of the Yuan
The internationalization of the Chinese yuan has been a major story this year. We have been suspicious that much of what passes for the internationalization yuan has been the "Sino-ificiation of Hong Kong and symbolic measures like…
Macro myopia on tapering and a preview of the week’s highlights
Those inclined to the Fed tapering in December seem myopic. The employment was not the only economic report that was released before the weekend. The US also reported that the Fed's preferred measure of inflation, the deflator for core…
US jobs stronger than expected, but not enough for Fed to taper
The US November jobs data are generally stronger than expected. The closure of the government and the re-opening suggests a two month average offers a more accurate read, which as we noted, is fairly steady job growth in the US. There are…
Dovish Draghi Unlikely to Derail Euro
- The euro was bid to new highs for the move earlier in Asia to $1.3640 before pulling back to the figure to await the ECB meeting
- This price action cautions against expecting a reversal of the trend in response to today's developments,…