What matters for the markets? Liquidity or The Economy…
Marc chandler wraps up the editorials today with a discussion on the balance between liquidity and economic factors that are driving the markets.
We touch on the gold trade and US Dollar. Over the last few weeks the Dollar has been looked at in a very different way by investors. Final comments on the news events for next week that need to be noted.
The Fed’s Balance Sheet, Gold, and Key Dates For Next Week
Marc Chandler joins me today to comment on a wide range of key market events. We start with the shrinking of the Fed’s balance sheet last week. Seems strange that the balance sheet would shrink for a second consecutive week during these easy money times.
We then discuss the trading in gold this week and the test of key breakout levels. Finally a look ahead to next week’s shortened trading week and some key data out of the US and Europe.
A great rundown of big picture market moves, Fed and government spending, COVID news driving markets, and next weeks key data
Marc Chandler is back for a general recap on a wide range of market drivers. We start with a big picture look at US markets after the selloff last Thursday and general rebound this week. Then it’s a longer discussion on the roll of central bank easiness and government spending. These factors are undoubtedly supporting markets at the very least. We also discuss the COVID news that is leading to a bit of a selloff today. Finally a look ahead to two events/data points that need to be watched.
Liquidity is helping investors ignore all the global tension and weak economic data
Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a discussion focused on what continues to drive the US markets higher.
With escalating tensions between the US and China as well as continued weak economic data, markets have been able to largely ignore these issues and move higher. Marc says this is all due to large amounts of liquidity that is being created by central banks and governments.
The balance between COVID fears, US and China trade tensions, economic data, QE… What’s going to drive markets through summer?
Marc Chandler joins me for an initial look at what drove markets this week. Mostly US and China tensions were font and center but there are so many factors that could perk up as we move through summer. We balance what will truly drive markets and money flows over the next few months.
The S&P is up over 10% in the past 2 weeks but just how sustainable is the rally?
Marc Chandler joins me today to recap the continued rally in US markets. It can be argued that the all times highs of earlier in the year were overextended but the crash might have overextended to the downside. So where’s the balance for current conditions?
What currencies and governments could look like when COVID-19 is behind us
Marc Chandler joins me for a broad discussion on the currency markets and the massive amounts of debt being added to the system. With all the doom and gloom narratives at full force right now the fact is no one knows what how this will all play out.
Central Banks, Goverments, and all the other actions to look ahead to next week
Marc Chandler joins me to breakdown what is possible next week when we have everything from central bank meetings, to aG7 meeting, to anticipated government actions. It seems everything is on the table right now but no one can predict what is going to come. On top of that there is no telling what the markets are going to do.