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Marc Chandler - Jobs Weakness Continues, Inflation Data Next, Rate Cuts Coming, Global Considerations

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Manage episode 504690701 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The U.S. labor market just flashed its weakest signal since the pandemic. Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, joins us to recap the jobs data and look ahead to next week’s inflation data, and the Fed meeting the following week. Will it be 25 bps… or could the market force a bigger cut?

Marc breaks down:

  • Why the Fed is stuck balancing weak jobs with sticky inflation
  • How QT and the yield curve complicate the picture
  • The near-term risk of a U.S. dollar bounce despite the bigger downtrend
  • Global ripple effects - from Canada’s fragile data to Europe’s political pressure

Click here to visit Marc’s site - Marc To Market.

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

  continue reading

529 episodes

Artwork
iconShare
 
Manage episode 504690701 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The U.S. labor market just flashed its weakest signal since the pandemic. Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, joins us to recap the jobs data and look ahead to next week’s inflation data, and the Fed meeting the following week. Will it be 25 bps… or could the market force a bigger cut?

Marc breaks down:

  • Why the Fed is stuck balancing weak jobs with sticky inflation
  • How QT and the yield curve complicate the picture
  • The near-term risk of a U.S. dollar bounce despite the bigger downtrend
  • Global ripple effects - from Canada’s fragile data to Europe’s political pressure

Click here to visit Marc’s site - Marc To Market.

For more market commentary & interview summaries, subscribe to our Substacks:

Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

  continue reading

529 episodes

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