Results for Geopolitics
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Fed Campaign toward Neutrality and the Difficult Row to Hoe for the ECB

April 09, 2022
The coming days are eventful. And that is with the known unknown, Russia's actions in Ukraine, held in abeyance.  It does not seem as if either side is truly serious about negotiations. Kyiv's proposal of a security guarantee by Poland or the US is not realistic. It would be tantamount to joining NATO. Ukraine President Zelensky appears to…
Fed Campaign toward Neutrality and the Difficult Row to Hoe for the ECB Fed Campaign toward Neutrality and the Difficult Row to Hoe for the ECB Reviewed by Marc Chandler on April 09, 2022 Rating: 5
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The Great Game on the Anniversary of the End of Bretton Woods

August 13, 2021
August 15 is the 50th anniversary of the end of Bretton Woods, when the US unilaterally ended the last formal linkages between the dollar and gold.  Nixon ushered in the modern era, even if he did not intend to do so.  The only thing that seemed pertinent at the time was that the US did not want to part with any more of its gold, and Nixon feared …
The Great Game on the Anniversary of the End of Bretton Woods The Great Game on the Anniversary of the End of Bretton Woods Reviewed by Marc Chandler on August 13, 2021 Rating: 5
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Markets Look for Direction, Currencies in Narrow Ranges

August 12, 2021
Overview: The global capital markets are subdued today as investors wrestle with the rising virus, the shifting stance of several central banks, and a more tense geopolitical backdrop.  Equity markets are struggling today.  Most of the large bourses in the Asia Pacific region, including Japan, China, Hong Kong, and Taiwan, moved lower, and Europe&…
Markets Look for Direction, Currencies in Narrow Ranges Markets Look for Direction, Currencies in Narrow Ranges Reviewed by Marc Chandler on August 12, 2021 Rating: 5
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Fed Minutes may Temper Hawkish Dots

July 03, 2021
The second half is getting underway.  Five events should be on your radar screen, but do not lose sight of the broader context.  This year, the dollar has often experienced near-term trend changes around the turn of the month and the US jobs report.  Consider the Dollar Index, albeit an imperfect metric.  The low for the year was recorded three da…
Fed Minutes may Temper Hawkish Dots Fed Minutes may Temper Hawkish Dots Reviewed by Marc Chandler on July 03, 2021 Rating: 5
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Separating the Wheat and Chaff

June 20, 2020
The recent price action, and in particular, the sideways trend in many segments of the capital markets, reflects the challenge investors are having in separating the wheat from the chaff. The strong co-movement of risk assets has weakened. There is a lack of near-term visibility and contradictory signals, while the trends in place since March have…
Separating the Wheat and Chaff Separating the Wheat and Chaff Reviewed by Marc Chandler on June 20, 2020 Rating: 5
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US, China, and the Week Ahead

April 11, 2020
It is truly a global crisis.  Old animosities and hostilities should be put aside to deal with this pandemic.  A coordinated effort by the US and China marshal the resources to combat the virus and help the world economy recover from this body blow.  Countless op-ed pieces in the traditional media and internet have cried, "Can't we just g…
US, China, and the Week Ahead US, China, and the Week Ahead Reviewed by Marc Chandler on April 11, 2020 Rating: 5
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