With all the fear in in markets around the world it seemed like we were at the edge of a cliff. After the bounce in markets and yields globally there might be a sense of calm. Marc Chandler and I recap how the trading last week impacts the overall fear in the markets.
Marc Chanlder, Managing Partner at Bannockburn Global ForEx shares his thoughts on the bond market in the US and around the world. We also dive into the issues China is facing with trade tensions and the protests in Hong Kong. We then look ahead to next week and the news events that are the most important.
There’s a lot take in in this interview but if you have any follow up questions please email me at Fleck@kereport.com.
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me to recap the major news from this week. We start with the jobs data and how this is shifting some of the expectations heading into the Fed meeting. Next are some comments on the new head of the ECB and the trend of negative yields around Europe. This all leads to a discussion on what mutual funds and large money managers are doing to find yield.
With all the market volatility and moves in the bond markets the ECB meeting this week has been largely ignored. Marc Chandler, Managing Partner at Bannockburn Global ForEx and editor of the Marc to Market blog joins me to address some of the key points that came out of that meeting. We also recap the weak jobs number today and more importantly the market moves.
With limited economic data on tap for next week Marc Chandler and I focus on the tensions between the US and China. The trade war has been the largest influence on the markets recently and will continue to be as Marc predicts that things are only going to get worse. We discuss the possibility of China dropping out of the WTO or the US setting up a whole new organization that restricts China from joining. A lot of questions still to be answered and the markets will be volatile through it all.
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me to recap the news of the week and look ahead to next week. It was all about trade again this week as tensions with China remain high but there were some nicer developments with Europe, Japan, Canada, and Mexico. We focus on the moves in currency markets where the US continues to the be the preferred currency. As for next week there are a lot of news and data that will be important to watch.
Marc Chandler, Managing Partner at Bannockburn Global Forex joins me today to recap the major data of the week and look closely at how the USD has reacted so far to Q1 GDP, jobs data, and the Fed statement. We also discuss the Fed’s comments when it come to inflation.
Marc Chandler, Managing Partner at Bannockburn Global ForEx and editor of the Marc To Market website joins me for a look ahead to the ECB meeting and upcoming earnings season. He also outlines the geopolitical issues that are helping to drive the oil price higher.
Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc To Market website joins me for a look ahead to data on tap and that has already been released. There is a lot of negativity as we turn the corner into Q2 but Marc has a different take of things. He thinks the economy could be in for a period of slightly better data and a little reprieve from the downtrend. Remember markets tend to lead the data.
Marc Chandler, Managing Partner at Bannockburn Global ForEx outlines the key Brexit vote tomorrow and what could follow if the vote is a no. There are a number of different scenarios that can play out as the March 29th deadline approaches. We also address the fact that everyone has jumped on the global slowdown bandwagon. It is understandable since data around the world has continued to be quite weak, however in the short term it would not be out of the question for a small relief rally.
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