Author

Marc Chandler 872 posts 0 comments

Marc Chandler joined Brown Brothers Harriman in October 2005 as the global head of currency strategy. Previously he was the chief currency strategist for HSBC Bank USA and Mellon Bank. In addition to frequently providing insight into the developments of the day to newspapers and news wires, Chandler's essays have been published in the Financial Times, Barron's, Euromoney, Corporate Finance, and Foreign Affairs. Marc appears often on business television and is a regular guest on CNBC and writes a blog called Marc to Market. Follow him on twitter.

Political Economy

The Significance of the US – South Korea Trade Agreement

Marc Chandler Mar 28, 2018

Many consider the US and South Korea agreement the first success of President Trump's trade strategy. We are less sanguine. We do expect other countries to make concessions to the US grudgingly. But we are concerned the US will be…

Political Economy

Chinese officials are not acting like there’s a trade war

Marc Chandler Mar 27, 2018

While the pundits are talking trade wars, Chinese officials are taking the latest US provocations in stride. China's emergence on the world stage was always going to be disruptive. China is not defenseless in a trade war, but many…

Markets

Markets unanchored?

Marc Chandler Mar 2, 2018

The announcement of the US intention to impose tariffs on imported steel and aluminum on national security grounds has sent ripples through the capital markets.

Markets

The Future is Coming (Wonkish, but Short): LIBOR Alternative

Marc Chandler Mar 1, 2018

The London Inter-Bank Offered Rate is an important benchmark for trillions of dollars of contracts. The problem is that it was rigged. The Secured Overnight Financing Rate may be an interesting alternative.

Political Economy

Where is the Anxiety Ahead European Political Risk on March 4?

Marc Chandler Feb 27, 2018

Political risk in Europe is centered on outcomes in Germany and Italy. First, the SPD could decide not to participate in another coalition with Merkel. And second, the 5-Star Movement won a plurality of the votes.

Economy

The Risks of Pro-Cyclical Policy

Marc Chandler Feb 22, 2018

Pro-cyclical monetary and fiscal policies exacerbate the challenge that lies ahead. Although the world enjoys a synchronized expansion, the Great Financial Crisis may not be truly over until the downside of this business cycle is managed.

Markets

US Rates: Real or Expectations?

Marc Chandler Feb 12, 2018

While the consensus narrative fears of rising inflation triggered equity sales has much to recommend itself, there is a major discrepancy.

Political Economy

Will the US Government Shut Again? What to Watch

Marc Chandler Feb 5, 2018

The short-term solution reached last month to extend the US federal government's funding expires on Thursday.

Markets

The currency market has run on Mnuchin and Draghi

Marc Chandler Jan 25, 2018

What will stop the dollar's sell-off is not officials. It is not the likelihood of a Fed hike. Rather the market will exhaust itself.

Markets

Did Mnuchin Signal a Shift To A Weak Dollar Policy Today?

Marc Chandler Jan 24, 2018

Probably not. As Mnuchin and President Trump have done before, a distinction was drawn between short- and longer-term perspectives.

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