Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a comprehensive recap of the market moves this week that continued to push US and international market to higher levels. A lot was on the back of trade optimism which Trump is trying to pullback after his comments today. Pay attention to Marc comments regarding markets not always following fundamentals.
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a comprehensive recap of economic from the US and around the world and how it all impacts the markets. We have seen a shift to a more risk on attitude but the safe assets are not getting hit as hard as one would think. All this data needs to be looked at in a big picture sense to help investors navigate these choppy markets.
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me to recap all the major political and central bank events on tap for the next week and a half. We start with Brexit and move to the Canadian election results, all with a view of what it could do for markets. Finally the ECB is meeting this Thursday and next Thursday we hear from the Fed. We share what to expect.
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me to recap the news out this week on Brexit, US/China trade talks, and Fed policy. All of the developments this week are shifting investors to a more risk on strategy but we have not seen major breakouts just yet. What it all means for the big picture is key because we have seen these kind of moves before that only lasted a short time frame.
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.