Podcast appearances and mentions of Marc Chandler

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, joins us to unpack another turbulent week in the markets, a look into better than anticipated economic data, whether or not we are heading towards a recession in the US, global trade tensions between the US and China, key factors for the US dollar and interest rates, the propensity of the Fed to cut rates this year, and international markets tempered by falling oil prices.   Key Insights discussed:   Tariff concerns ended up fueling buying into late Q1, potentially pulling demand forward from the future.  Mark described this as:  “We are eating our corn seed, and bringing forward economic activity that may have been a Q2 or Q3 event.”   Survey data, which is considered soft economic data, continues to be weak; but the real sector hard data, so far, has been holding up fairly well.  There was a good inflation reading and a solid jobs number, so hard data holding up better than soft data.   Several weeks ago, in mid-April, all we read or heard about in financial media were calls for an imminent recession or even another depression.   Now after a few weeks of the markets rallying, and stronger than expected economic data, those proclamations for an immediate contraction have become more muted. So are all those concerns now off the table?    Mark doesn't believe a recession is imminent, but notes “We did have one quarter now of negative growth, and then you look a what the Atlanta Fed says, tracking a 1.1% annualized pace for Q2…  but I'm still in the camp that there is a shadow crossing America around now.  We are only in the early stages of it, like a slow moving trainwreck.”   There are the drying up of container shipment from China to the US ports, and that activity is slowing down.  “It's possible that we see through all this – that this is just noise, but I think something fundamental is going on when the worlds two largest economies have an embargo against one another. And that's what these high tariffs mean.  It doesn't make sense really to trade with each other.”   “You've got the ports and then you have the trucks… the logistics companies. This all doesn't even take into account yet all the layoffs in the US government or the restrictions in immigration…and, the consumer boycott in Europe and Canada against US brands, and the drying up of tourism from foreign bookings.”   Marc is concerned that we are at the edge of an economic contraction and notes that some analyst point to certain segments of the economy that appear to already be in a recession.   The US dollar has moved down to either side of that 100 level of support.  Marc points out that “the dollar index peaked about a week before President Trump's inauguration, and it has been sliding ever since.  He noted that it was significant that the dollar index got back up above that 100 level, because he sees an inverse head and shoulders bottom with a neckline at 100.20.  If we can get some closes above that level, then it projects up to 102.40 or so.”   Marc goes on to note the better-than-expected jobs data, the rise in interest rates, and the dollar momentum indicators that were oversold as more reasons he is expecting a bounce in the greenback.   With regards to Fed policy, the market moved from pricing in 4 rate cuts to 3 rate cuts this year, but that is still more dovish than the central bank's messaging of 2 expected rate cuts in 2025.   In addition to the bounce in the US equity markets and US dollar, we've also seen a bounce in international markets. Marc remains skeptical of the health of the global economy, and points to the sell down in oil prices as the markets looking forward to less growth globally.   Click here to visit Marc's site – Marc To Market. 

Apr 22, 2025 – Marc Chandler discusses US-China trade dynamics and argues that China holds advantages due to its creditor status and integrated supply chains. He sees Trump's tariff strategy as unlikely to succeed, expecting economic volatility and...

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, joins us to unpack another turbulent week in the markets, key moves in the currencies, global trade tensions between the US and China, and gold continuing to break out to new all-time highs as the global safe haven.   US equities started off the week plunging further with volatility is surging, and traditional safe havens like the US dollar and bonds were being sold down as capital flees US assets.  We discuss the margin calls of the last two weeks being a factor as to why gold was initially sold last week as a source of funds, and how many net-long speculators may have gotten wrong-footed and needed to sell both equities and bonds.   In a related currency trade, as many positions got unwound, and converted back into the currencies borrowed as carry trades -- the Japanese Yen and Swiss Franc, that money coming into them gave them appearance of being safe haven currencies.  Marc outlines that it really was more a market narrative being applied to those trades being unwound.    He goes on further to address other market narratives like those blaming China for crashing the bond markets and selling treasuries in retaliation to the trade tariffs, but without any factual evidence of this being the case. Marc responded that, “Maybe it is true, but where is the evidence?”  He points out that if China was selling down their US treasuries in a big way, that it would be self-defeating, because they are going to get lower yields everywhere else. Instead, China has been focusing more on retaliating with reciprocal tariffs and export restrictions on key commodities like rare earths, antimony, and tungsten.   We then transitioned over to gold's move to all-time highs in all global fiat currencies, and if it was getting too overbought.  Marc's take was that if we were in normal times, then sure it is getting overbought, and is well above the Bollinger bands; however, these are not normal times and there is so much uncertainty that it is keeping investors positioned in the precious metals.   Wrapping up we pondered if economic data reports even matter in a meaningful way in this type of environment.  Marc outlines that most of the economic data we've received is “too old” and lagging the real time effects of these rapidly changing conditions.  He points to the consumer confidence surveys, inflation expectations, and jobs numbers as not truly capturing how the markets are reacting in the present moment.   Click here to visit Marc's site – Marc To Market. 

It's a sea of red across global markets. Equities are plunging, volatility is surging, and only a few safe havens are in the green: the US dollar, bonds, and volatility indices.   Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc joins us to unpack the major market moves, including how currencies are reacting amid surging volatility, global trade tensions, and a growing fear of a longer-term downturn.   Key Theme: Global markets are rattled as trade war fears and volatility spark widespread selling, prompting concerns over central bank responses and capital flight.   Highlights from the discussion:   Major equity indices plunge: S&P 500 down 8%, Nasdaq down 9%, and IWM (small caps) down 10% - just four days into April. Currency market reactions: Despite expectations of dollar strength post-tariffs, the USD sold off sharply, with the yen strengthening as US rates dropped. But then the dollar bounced back today. Volatility spikes: The VIX surges 34% to hit 40, marking a significant shift in sentiment and a surge in hedging activity. Gap theory in focus: Marc discusses technical "gap" patterns in equity markets and how they could hint at potential snapback or further downside. Commodity selloff: Gold drops $200 in days (though still over $3,000), silver plunges from $35 to $29, copper dropped huge from record highs, and oil falls below $62. Central bank watch: Powell signaled patience after a strong jobs report, but growing calls for emergency rate cuts suggest market stress could force action. Click here to visit Marc's site - Marc To Market. 

US markets are under pressure as capital continues to exit the country. Marc Chandler sees this as the fourth major shock in recent years - after COVID, the war in Ukraine, and US-China decoupling - with a new “US shock” centered around rising tariffs and geopolitical unpredictability.   European investors are unwinding heavy US exposure from 2023, rotating capital into bonds or back into home markets. Meanwhile, gold's breakout reflects a global search for safety and trend momentum, while the dollar is not benefiting from its usual safe haven role.   Marc believes we're headed for a pronounced slowdown, not stagflation. The Fed may begin cutting rates mid-year but not because inflation is back at 2%, rather due to a weakening labor market. Until then, risk aversion is high, capital is sitting on the sidelines, and preservation, not growth, is the priority.   Click here to visit Marc's site - Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to recap a jam-packed week filled with significant financial news including US tariffs, economic data from the US, President Trump's address to Congress, Federal Reserve Chairman Powell's comments, and a substantial decline in the US dollar's value.    The discussion covers the impact of tariffs on US growth and economic sentiment, highlighting the uncertainty creeping into markets and a 'growth scare' that affected the stock market and bond yields. Marc also delves into European financial reactions fueled by the US's stance on EU security issues, leading to increased military spending and resulting in rising European bond yields.    The conversation extends to Fed policies considering Powell's recent statements and the market's expectations on rate cuts.    Additionally, we explore gold and other precious metals, factors driving their demand, and the broader economic implications. We also touch on cryptocurrencies, especially Bitcoin, analyzing their volatility, speculative nature, and detailed discussion on the US government's creating a strategic reserve filled with confiscated crypto assets.   Click here to visit Marc's site - Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss a major revision by the Atlanta Fed, which downgraded its Q1 GDP growth forecast from over 2% to -1.5%. Marc interprets this significant change in the forecast, highlighting weak economic data and declining real personal consumption rates as key contributors to this adjustment.    With U.S. interest rates falling, Marc explains the inverse relationship seen in the bond market rally, driven by market fears and uncertainties regarding tariffs and U.S. equity markets.    He dives deep into the complexities of market expectations for Fed policy adjustments, including forecasts for multiple rate cuts by June and September. Global trade tensions are another focal point, particularly concerning the confusion around the timings and sectors affected by new tariffs. Marc elaborates on the potential impact of these tariffs on the U.S. and global economies, positing that these actions could lead to long-lasting changes in global supply chains and international relations.    We also preview major upcoming economic data releases, including U.S. Jobs data for February, Eurozone CPI reports, and the European Central Bank's anticipated rate cuts. Finally, Marc contemplates the broader economic environment, discussing risks of a recession amid market uncertainties, debt levels, and ongoing policy changes.   Click here to visit Marc's site - Marc To Market. 

  Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss the potential revaluation of US gold holdings, marking them to their current market value, up from the current book value of just $42 an ounce.    We explore how this revaluation could impact the US Treasury's balance sheet by boosting its assets significantly. We also compare the actual effect on the US's overall financial health given the current debt levels. The conversation touches on the possibility of returning to a gold standard and examines how this could potentially lower long-term interest rates.    Additionally, we discuss the broader economic implications, such as the influence on inflation, market confidence, and the potential to create a sovereign wealth fund. Other topics include the current state of the gold market in light of global events, the fluctuating rates, and speculation on whether revalued gold would lead to a strategic reserve for the US or impact its geopolitical positioning.   Click here to visit Marc's site - Marc To Market. 

  Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to take a deep dive into the complex world of tariffs.    We discuss the wide-reaching effects of U.S. tariffs on China, Canada, and Mexico, and explore how these policies impact global markets, consumer prices, and multinational companies. The conversation also covers retaliatory measures by other countries, the role of central banks, and the nuances of globalization versus de-globalization. Marc shares insightful perspectives on the implications for economic policy, market dynamics, and future trade relations.   Click here to visit Marc's site - Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss the latest developments in the global currency markets. We discuss the roles of central bank policies and Trump's tariffs as key drivers of currency fluctuations.    Key points include the hiking of interest rates by the Bank of Japan, the Federal Reserve's current pause, the Bank of Canada's recent rate cut, and expectations for the Bank of England and ECB. The episode also explores how tariffs affect currency values and central bank decisions, particularly regarding Canada's economic response and the Mexican peso. Marc shares insights on the outlook for the U.S. dollar, the economic implications of potential tariffs, and considerations for market segments amid these uncertainties.   Click here to visit Marc's site - Marc To Market.

  Welcome to the KE Report Weekend Show! This weekend we recap recent US inflation data, discuss what could come from Trump's inauguration on Monday,...

Welcome to the KE Report Weekend Show! This weekend we recap recent US inflation data, discuss what could come from Trump's inauguration on Monday, and discuss the move higher in energy (oil and natural gas), gold and US markets. The second half of the show is very much focused on what's driving oil and nat gas higher and the opportunities in the underlying equities.    Shad and I will be at the Metals Investor Forum (MIF) on Saturday and Vancouver Resource Conference (VRIC) on Sunday and Monday in Vancouver. If you are in town and would like to meet up please email us at Fleck@kereport.com and Shad@kereport.com.    Segment 1 & 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market kicks off the show recapping significant market moves and economic data, including the latest US inflation figures and their implications for Fed policy. We also discuss upcoming central bank meetings and the inauguration of President Trump, along with potential impacts on the markets. Marc provides a detailed analysis of the US economy, inflation trends, energy prices, and their potential influences on future inflation data. Additionally, we delve into the rising trends in gold and cryptocurrencies, particularly Bitcoin. Click here to visit Marc's site - Marc To Market.    Segment 3 and 4 - Dan Steffens, President of the Energy Prospectus Group wraps up the show by shifting our focus to the energy sector with a dive into oil and natural gas markets. We discuss the recent rise in natural gas and oil prices, driven by a combination of colder weather, diminishing storage surpluses, and increased LNG exports. Dan covers specific companies poised to benefit from higher natural gas prices, such as Antero Resources and Crescent Energy, and explores the broader market dynamics, including pipeline limitations and international factors. Additionally, the conversation touches on oil market trends, potential political impacts under a Trump administration, and promising opportunities in oil services and pipeline companies. We wrap up with an analysis of Kolibri Global Energy's (KGEI) growth prospects. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.  

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market to discuss today's strong US jobs data, rate cut expectations falling and the broad strength in the Dollar and commodities.    We delve into how the unexpectedly strong jobs report impacts the Fed's rate cut expectations, including the potential delay of cuts to the second half of the year. We also touch on the strength and dominance of the U.S. dollar, and rising yields globally. Marc provides his insights on the higher commodity prices amidst a higher U.S. dollar and yields. We conclude with discussions on projections for the upcoming economic data, more on Fed's actions, and the broader implications for the U.S. and global economies through 2025.   Click here to visit Marc's site - Marc To Market.

Marc Chandler says that Europe's economy "looks like a mess" while the U.S. willingness to take on more debt actually helps fuel economic strength. Ahead of Wednesday's FOMC minutes release and Friday's jobs report, Marc points to upcoming data that helps prove his theory that the U.S. economy looks stronger compared to the rest of the globe. He is closely watching the 3-month/10-year yield curve as a key indicator. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to take a big picture look at US inflation data, central bank policies and what's actually driving financial markets.    The discussion begins by examining the recent U.S. inflation data, focusing on trends reflected in the CPI and PPI indices. Marc elaborates on the Fed's likely rate cut next week despite current economic indicators remaining fairly strong. The conversation further explores the potential impact of impending tariffs under the new administration and how they might influence inflation.    Marc shares insights into interest rate dynamics, emphasizing the relationship between short-term and long-term rates, and discusses the strength of the U.S. dollar in comparison to other major currencies.    On the market front we delve into geopolitical factors affecting global markets, including recent political instability in Europe and Asia. Looking forward, Marc outlines what economic data and market trends investors should be mindful of as we head into the new year.   Click here to visit Marc's site - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins me to discuss the latest U.S. jobs data, market reactions, and the potential implications for the Fed's upcoming meeting.    Key topics include the unexpected rise in the unemployment rate, discrepancies between household and establishment surveys, and the impact of central bank policies on currency markets. Marc also shares insights on the strength of the U.S. dollar, anticipated moves by other central banks, and the increasing attention on cryptocurrencies in both financial markets and political circles.   Click here to visit Marc's site - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins me to provide an extensive recap of the latest US economic data, including inflation reports (CPI and PPI), retail sales, and industrial production figures. Marc emphasizes the significance of the CPI, noting its slight increase, and discusses the implications for future inflation trends and the potential for a Fed rate cut in December.    We recap Jerome Powell's comments from this week which influenced market sentiment and led to significant market drop by the end of the week. Marc explains how the market's reaction to Powell's indication that the Fed is not in a rush to cut rates affected various indices, including the S&P, NASDAQ, and small-cap stocks.    We also analyze the recent performance of the US dollar, its driving factors, and how it compares globally. Additionally, we delve into the bond market's behavior, especially in light of contradictory movements against Fed expectations.    Looking ahead, the conversation covers anticipated economic events and their potential to shift market directions, such as upcoming jobs and inflation data, as well as key political appointments.   Click here to visit Marc's site - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to recap last week's market moving news and look ahead to next week.    The conversation recaps the past week's market volatility, the Republican's sweep in the election, and China's monetary policy announcement. Discussions include the potential impacts of Trump's election win on U.S. economic policies, the Fed's interest rate cut, and global market reactions. We explore the anticipated effects of deregulation on business sectors, the ongoing geopolitical uncertainties in Europe and Asia, and the dynamics of the U.S. dollar against other currencies. We then wrap up with predictions on next week's market movers, particularly focusing on the U.S. inflation (CPI) data.   Click here to visit Marc's site - Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins me to provide a comprehensive analysis of the past week's economic events.    The discussion kicks off with an in-depth look at the latest jobs data, which was weaker than expected. Despite these figures, the Federal Reserve is still anticipated to cut interest rates by 25 basis points next week.    We also cover the Bank of Japan's decision to hold rates steady and the UK's budget release that signals higher taxes, more spending, and borrowing. Significant market movements, such as the dollar's strength and the impact of economic data on investor positioning, are analyzed.   Looking ahead, Marc previews the upcoming week, which includes the highly anticipated US election and several central bank meetings from the G10 countries. Insights are provided on what to expect from the Fed, Bank of England, and other central banks. Additionally, the potential market implications of these events and the ongoing volatility.   Click here to visit Marc's site - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to dive into the upcoming economic events and their potential impact on markets.   Key discussions include the rising US dollar, global interest rate cuts, Japanese elections, the UK budget, and forthcoming data from the Bank of Japan and Eurozone. Marc sheds light on the crucial relationships between interest rates, currency values, and bond auctions, and the sectors most affected by these changes. Additionally, he explores the broader psychological effects on market behavior and investments, offering valuable insights into current economic conditions and investor outlooks.   Click here to visit Marc's site - Marc To Market.

Oct 23, 2024 – The best policy mix for a strong currency is a tight monetary policy and a loose fiscal policy. These two combined have led to a relatively strong dollar compared to other currencies over the past few years. Marc Chandler...

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss what he thinks are the key elements driving markets and metals to consistent all-time highs. The conversation focuses a lot on the upcoming election, central bank policies and broad economic data from around the world. Not just focus on the US we discuss recent data out of Canada and Europe and tie in the BRICS nations when it comes to currency moves and possible trade alliances.   Click here to visit Marc's site - Marc To Market. 

  Welcome to The KE Report Weekend Show! This week gold, silver and the stocks rebound to end the week strongly. US markets were also...

Welcome to The KE Report Weekend Show! This week gold, silver and the stocks rebound to end the week strongly. US markets were also up with the S&P at all time highs. The US Dollar was flat and the 10 year was slightly up. The main data out of the US was inflation data (CPI and PPI).   On the first half of this weekend's show we recap the inflation data, China's monetary policies and market moves. On the back half of the show we discuss the investment climate for critical minerals equities and silver plays in Mexico.   I hope all you Canadians have a very happy Thanksgiving and everyone in the U.S. a good Columbus Day!   Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market - Economic data recap (Inflation), the broader impacts of China's economic strategies on global markets, the continued strength of U.S. markets. Click here to visit Marc's site - Marc To Market.  Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights - Key points include the moderated excitement around critical minerals, challenges for the EV market, China's role in critical minerals processing, and copper's significance in electrification despite supply challenges. He also examines recent M&A activity in the silver sector and the impact of Mexico's political landscape on mining investments. Click here to visit the Exploration Insights website to follow along with Joe.  . . Listen to the podcast on our website: https://www.kereport.com/ Subscribe to our Podcast on Spotify: https://rebrand.ly/Spotify_subscribe . . For price quote on metals and commodities visit - https://clearcommodity.net/ . . Follow us on social media:

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website, joins us to review a number of macroeconomic factors moving the markets.  We delve in to the better-than-expected jobs report on Friday, with the 2 prior months being revised upwards, along with better GDP expectations, lower US and global inflation metrics, and better ISM manufacturing readings than many anticipated in an environment where so many have been continuing to call for an imminent recession all year long.     With the macroeconomic data actually much better than most were calling for the last few months, this has Marc thinking the "soft landing" expectations are still front and center. Central banks globally are continuing to cut interest rates, it has many other currencies dropping faster than the US dollar, and so with the US economics on solid footing, this has been putting an upward bias in the greenback.     Marc also shares a nuanced take on the commodities sector that has continued to be well-bid in the face of a stronger dollar, and he points to the complex geopolitical concerns underpinning the oil market, and the impact of the measure the Chinese government is taking to stimulate their economy and real estate sector, in addition to consolidating certain industries and boosting consumer confidence, that may be underpinning the strength in base metals and other commodities.   Click here to visit Marc's site – Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website joins me to dissect the recent 50 basis point rate cut by the Fed. We explore the reasons behind this decision, how it compares to actions taken by other central banks, and its potential impact on markets and currencies.    Marc shares his expert insights on the historical patterns of rate cuts, the current economic landscape, and the broader global monetary easing cycle. We also delve into market reactions, future expectations for the U.S. dollar, and the implications for international economies including China.   Click here to visit Marc's site - Marc To Market.   

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website, joins us to unpack the nuances in Friday's jobs report miss and more downward revisions to the prior 2 months, market expectations around the series of coming Fed rate cuts, and the potential signal of the yield curve moving from inverted to steepening and normalizing.  We discuss how all these macroeconomic data points foreshadow a potential slowdown in the US economy and how the markets may respond.  We look ahead to the coming inflation data, and more refined GDP forecasts out of the Atlanta Fed.  Additionally, we consider currency impacts from other central banks monetary policies, and in particular the expected rate cuts out of the ECB.   Click here to visit Marc's site – Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website joins us to discuss critical upcoming events next week and their potential market impacts. We look ahead to next week's Bank of Canada meeting and jobs data from the US. Marc shares his insights on central bank policies, the future direction of the US Dollar, and broader economic trends heading into next year. We delve into the implications of interest rate cuts, the possible correction in equity markets, the impact of the yield curve, and the role of quantitative tightening (QT).   Click here to visit Marc's site - Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website joins us to focus on the ongoing decline of the US dollar, its correlation with other markets, and potential implications of US Federal Reserve policies, including anticipated rate cuts. We explore how these developments impact sectors like gold, industrial metals, and stocks, as well as the performance of global currencies such as the Euro and Sterling.   Click here to visit Marc's site - Marc To Market. 

    Welcome to The KE Report Weekend Show! On this Weekend Show we recap key economic data and major market moves from the week,...

    Welcome to The KE Report Weekend Show! On this Weekend Show we recap key economic data and major market moves from the week, and discuss where opportunities lie for investors in metals equities.    We hope you all enjoy this Weekend Show!    Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website kicks off the show by recapping the US jobs data and market meltdown at the end of the week. Only 114,000 jobs were added, against the estimate of 185,000 further confirming the slowdown in the US economy and potential recession around the corner. Marc explains how Fed rate cut expectations have increased. On the market front we ask where, if anywhere, is a good place for investors to hide out. Click here to visit Marc's site - Marc To Market.  Segment 3 and 4 - Matt Geiger, Managing Partner of MJG Capital wraps up the show discussing the performance of the MJG fund in the first half of 2024, the resilience of junior mining stocks amidst metal price increases, and potential catalysts for the junior sector's momentum. Key topics include significant M&A activity in the resource sector, particularly the noteworthy Filo takeover, and strategies for investing in mining projects Click here to visit the MJG Capital website to learn more about Matt's fund. 

Jul 31, 2024 – Renowned currency expert Marc Chandler delivers an in-depth analysis of his multi-year bearish outlook on the US dollar. As the Chief Market Strategist at Bannockburn Global Forex, Marc delves into the effects of fiscal and...

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website joins us for a discussion on recent US economic data and broad market selloff - outside of the small-cap rotation.     We begin by discussing last week's market shifts, which saw lower targets in the S&P, NASDAQ, and gold materialize, and reflect on small-cap resilience amid broad tech sector weakness. Our discussion transitions into an examination of conflicting market signals, with particular focus on upcoming U.S. jobs data and inflation expectations. We explore the unique dynamics of the current business cycle, reflecting on historical patterns and the global economic landscape influenced by events such as the COVID-19 pandemic, supply chain disruptions, and geopolitical tensions.   Looking ahead, Mark provides a strategic forecast for a busy week marked by pivotal central bank meetings, including the Bank of Japan, European Central Bank, and the Federal Reserve, as well as crucial U.S. jobs data. His insights delve into the potential impact of these events on market stability and the broader economic environment.   Click here to visit Marc's site - Marc To Market.  

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website joins us to discuss the latest CPI data and its market impact.    We delve into expectations of a Fed rate cut, market reactions, and potential future movements. Mark shares insights on stock market trends, commodity adjustments, and evaluates the Trump trade scenario. Discover how interest rates and a stronger US dollar might influence gold and the small caps market.    Click here to visit Marc's site - Marc To Market. 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website joins us to discuss the weakening of US economic data, exploring signs of a slowing economy and what it could mean for a potential recession and market movements.   With the weakening data we discuss the likelihood of the Federal Reserve cutting rates twice this year and its potential impacts on the S&P 500 and NASDAQ, which recently reached all-time highs. We also look at the currency markets, particularly the rollover in the U.S. Dollar, and its effects on international investments.    Marc also touches upon the broader implications of political uncertainties and their influence on capital investments and market behaviors. Wrapping up, Marc provides a holistic view on the international landscape, highlighting how other economies are adjusting to lower rates and weaker economic performances. Click here to visit Marc's site - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc To Market website joins us to discuss recent economic data from Australia, Japan, and the U.S., examining its potential impact on global markets. Discussions include Australia's surprising CPI results, Japan's robust industrial production data, and the critical U.S. jobs data. Marc sheds light on how these data points influence central bank policies and market dynamics, focusing on trends in major currencies like the Yen and the Dollar.    We also explore market predictions, including the likelihood of Fed rate cuts, and analyze what this means for traders and investors. The conversation also addresses the possibility of the long awaited recession coming in 2025.  Click here to visit Marc's site - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market, joins us to recap the economic data from a very volatile week of trading, and we also look ahead to more macroeconomic data on tap for the weeks to come.  We also dive into the corrective moves down recently in the commodity sector and some of the news that could be fueling this downward pricing pressure.   We start off looking at the strong jobs number, paired with stronger interest rates and a stronger dollar to assess the reaction in the general markets. We also look at how this data may shape Fed policy.  We also review some of the recent central bank meetings, where the European Central Bank, Denmark, and the Bank of Canada all cut rates in response to stickier inflation. Marc shares how despite all of this he doesn't believe the Fed will be following suit anytime soon, and is penciling in 1 US rate cut in the latter part of this year.   The discussion further delves into the implications for currency movements, commodity trends, and the bond market, addressing the interconnectedness and potential volatility driven by these diverse factors.  Marc notes the importance of news from China as it relates to less buying of gold and how their large solar farm may have effected other solar companies ability to compete and thus hitting the silver pricing.  He also noted that larger inventory builds of copper at the ports may have contributed to copper's sell off.  With regards to the bump in natural gas prices, he feels this tied into Norway's terminals having unscheduled shut downs. In general, Marc points out that the stronger dollar was pressuring most commodities this week.     Click here to visit Marc's website – Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market, joins us to discuss the upcoming crucial two weeks in global markets. We explore the anticipated central bank meetings, including likely rate cuts from the European Central Bank and Bank of Canada.   The conversation also highlights major political events, such as elections in South Africa, India, and Mexico, and their potential impacts on local markets and currencies. Additionally, Marc emphasizes the importance of forthcoming U.S. economic data, including job reports and CPI figures, in shaping Federal Reserve policy and market expectations.   The discussion further delves into the implications for currency movements, commodity trends, and the bond market, addressing the interconnectedness and potential volatility driven by these diverse factors. Finally, Marc shares his outlook on sectors and regions that might benefit amidst these market dynamics.   Click here to visit Marc's website - Marc To Market.

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website joins us to recap the Fed minutes, currency market moves and the commodities pullback this week.   We start by diving deeper into the recent Fed minutes, analyzing the hawkish tone and market expectations regarding rate cuts. We discuss how rate cut expectations impact the U.S. equity markets, and the balance between market moves and economic resilience. Additionally, we discuss the influence of central banks in the EU, Japan, and Great Britain on currency trends and the importance of U.S. interest rates in driving market dynamics.   Commodities are up next, including insights on gold, oil, and copper. We tie in economic trends in China and the ongoing U.S.-China relations. Lastly, we reflect on the current state of the U.S. markets and the potential implications of the evolving global economic landscape.   Click here to visit Marc's website - Marc to Market.

Mark Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc To Market blog, shares his insights on market highs, interest rates, and the impact of geopolitical events like U.S. tariffs on commodities.   The discussion also explores global trends in raw resources and economic activity in regions like Europe, South America, and China. Mark delves into central bank policies, including the People's Bank of China's efforts to stabilize the housing market, and the potential for future rate cuts by the Federal Reserve. The editorial provides a comprehensive overview of current market dynamics and their potential impact on the future.     Click here to visit Marc's website - Marc to Market.   Upcoming live event! May 23rd at 12:30pm PDT Fury Gold Mines – Updated Resource Estimate At Eau Claire, High-Grade Gold Portfolio in Low-Risk Jurisdictions Tim Clark, President and CEO, and Bryan Atkinson, Senior VP Exploration, will join me to recap the recently updated Mineral Resource Estimate at the Eau Claire Project as well as provide a full overview of the Company. The updated Resource is now just under 2million gold ounces.  Click here to register and tune in live!

  Welcome to The KE Report Weekend Show! After a week where we had a Fed meeting, jobs data and big tech earnings the markets...

  Welcome to The KE Report Weekend Show! After a week where we had a Fed meeting, jobs data and big tech earnings the markets didn't do much. So we take the approach in the first two segments on looking globally and at economic data to understand the key trends. Then we switch to resource stocks recapping M&A, financings and specific company opportunities.   Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc to Market joins me to recap the Fed meeting, jobs data, inflation trends, and global factors out of Japan and China. We also tie in the China trends with copper. Click here to visit the Marc to Market website. Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights wraps up the show discussing recent M&A deal and the financing environment for metals stocks. I ask about the investment angle on small royalty companies, silver producers who may be turning profitable and opportunities in Argentina. Click here to learn more about Resource Insights. If you invest in metals stocks it is a very valuable resource.    

The latest price moves and insights with Helene Braun and Marc Chandler, Chief Market Strategist at Bannockburn Global Forex.To get the show every day, follow the podcast here.On "Markets Daily," Chief Market Strategist at Bannockburn Global Forex, Marc Chandler, joins Markets Daily with insight on the recent consumer price index (CPI) report and its implications for the market, particularly for Bitcoin and other cryptocurrencies. The CPI report showed higher-than-expected inflation rates, leading to a rise in US interest rates and a decline in risk assets, including crypto. They also touch on the US jobs report and its impact on interest rates. Takeaways |The CPI report showed higher-than-expected inflation rates, leading to a decline in risk assets, including Bitcoin and other cryptocurrencies.The US jobs report, which surpassed expectations, signals a robust economy but raises concerns about interest rates.The relationship between Bitcoin and inflation is questioned, with the guest suggesting that Bitcoin's recent rally is driven more by the advent of ETFs and speculative demand.The impact of the halving on crypto prices is anticipated to be slightly weaker this year due to the shock to supply caused by ETFs.The potential for new record highs in Bitcoin depends on market participants' interpretation of the current consolidation pattern and their confidence in Fed cuts.Chapters | 00:00 Introduction and Market Update04:34 The US Jobs Report and its Impact on Interest Rates09:35 The Impact of ETFs and the Halving on Crypto PricesLINKS | CoinDesk 20 Bannockburn Global Forex -Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry's most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.This episode was hosted by Helene Braun. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The latest price moves and insights with Helene Braun and Marc Chandler, Chief Market Strategist at Bannockburn Global Forex.To get the show every day, follow the podcast here.On "Markets Daily," Chief Market Strategist at Bannockburn Global Forex, Marc Chandler, joins Markets Daily with insight on the recent consumer price index (CPI) report and its implications for the market, particularly for Bitcoin and other cryptocurrencies. The CPI report showed higher-than-expected inflation rates, leading to a rise in US interest rates and a decline in risk assets, including crypto. They also touch on the US jobs report and its impact on interest rates. Takeaways |The CPI report showed higher-than-expected inflation rates, leading to a decline in risk assets, including Bitcoin and other cryptocurrencies.The US jobs report, which surpassed expectations, signals a robust economy but raises concerns about interest rates.The relationship between Bitcoin and inflation is questioned, with the guest suggesting that Bitcoin's recent rally is driven more by the advent of ETFs and speculative demand.The impact of the halving on crypto prices is anticipated to be slightly weaker this year due to the shock to supply caused by ETFs.The potential for new record highs in Bitcoin depends on market participants' interpretation of the current consolidation pattern and their confidence in Fed cuts.Chapters | 00:00 Introduction and Market Update04:34 The US Jobs Report and its Impact on Interest Rates09:35 The Impact of ETFs and the Halving on Crypto PricesLINKS | CoinDesk 20 Bannockburn Global Forex -Consensus 2024 is where experts convene to discuss ideas shaping our digital future. Join developers, investors, founders, brands, policymakers, and more in Austin, Texas from May 29-31. CoinDesk curates the tenth annual Consensus to feature the industry's most sought-after speakers, unparalleled networking opportunities, and unforgettable experiences. Take 15% off registration with the code MD15. Register now at consensus.coindesk.com.This episode was hosted by Helene Braun. “Markets Daily” is produced and edited by senior producer Michele Musso, and executive producer Jared Schwartz alongside Senior Booker, Melissa Montañez—all original music by Doc Blust and Colin Mealey.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Welcome to The KE Report Weekend Show! Commodities continued to rise this week, kicking off the quarter very strong. Gold kept extending all...

    Welcome to The KE Report Weekend Show! On the show we balance the first half with trading strategies to take advantage on a...

  Welcome to the KE Report Weekend Show! This week the focus was on US inflation data however the muted market response had us thinking,...

  Welcome to The KE Report Weekend Show. On this Weekend’s Show we are joined by two of our favorite generalist guests who balance current...

Marc Chandler, chief market strategist at Bannockburn Global Forex and author of the blog Marc To Market, joins Julia La Roche on episode 110. Chandler, who has three decades of experience in capital markets and foreign exchange, argues that the dollar trending higher since the end of the Great Financial Crisis is coming to an end. "It seems to me in the stock market, you need a new opinion, like every week or every two weeks, but the currency markets just trend for a long time. And I think that the dollar's rally is, if it's not over yet, it's nearly over," Chandler said. As of late, the dollar has been strong, but that's likely due to the Fed being more aggressive in raising rates and the U.S. economy looking better than the rest of the world. The Fed's tightening is likely coming to an end, and the economy weakening is likely to bring the dollar's rally to an end. Links: Marc to Market: http://www.marctomarket.com/ Twitter/X: https://twitter.com/marcmakingsense Bannockburn Global Forex: https://www.bannockburnglobal.com/ The Julia La Roche Show is produced by Marlinski Media. Learn more: https://www.marlinskimedia.com/ 0:00 Intro and welcome Marc Chandler to the show 1:20 Macro view and forex market 3:30 Dollar likely peaked already 6:50 What's lifted the dollar is coming to an end 7:30 Headwinds for US economy 11:30 Dollar is overvalued 15:00 Currency misalignment creating opportunity for U.S. investors to diversify more to Europe/Japan 18:20 Recession 20:30 Government spending/ deficit 22:30 Wholesale/retail price for money 24:36 Why not let the business cycle play out? 29:27 Minksy moment? 30:30 Debt is a problem, but not yet 36:40 Biggest risk for Marc 40:36 Thoughts on crypto

Sep 15, 2023 – After this week's market wrap-up, Financial Sense Newshour speaks with Ron William to get an update on his technical outlook for the US stock market, oil, and commodities. Next, currency expert Marc Chandler provides his view...