In-depth analysis on Credit Writedowns Pro. You are here: Weekly » The titillating and terrifying collapse of the dollar. Again. This post was originally published at China Financial Markets. By Michael Pettis Foreign perceptions about the Chinese economy are far more volatile than the economy itself, and are spread across a fantastic array of forecasts. On one extreme there are still many who hold the view that overwhelmingly dominated the consensus just four...
Read More »The Importance of China’s New VAT
In-depth analysis on Credit Writedowns Pro. You are here: Political Economy » The Importance of China’s New VAT By Marc Chandler Yesterday, China announced one of the most important tax reforms of the past twenty years. It is replacing a business tax on gross revenue for non-manufacturing companies with a VAT. Manufacturing companies have been subject to a VAT approach for a few years. The reform extends it from manufacturing and a few services in a pilot...
Read More »The Morning Edge With Blake Morrow – SPECIAL – Marc Chandler along with Chris Bayer – 03/17/16
Blake (@PipCzar) interviews Marc Chandler. Marc Chandler has been covering the global capital markets in one fashion or another for more than 25 years, working at economic consulting firms and global investment banks. Chandler attended North Central College for undergraduate work, where he majored in political science and the humanities. He holds master's degrees from Northern Illinois University and University of Pittsburgh in American History and International Political Economy. Currently...
Read More »The Morning Edge With Blake Morrow – SPECIAL – Marc Chandler along with Chris Bayer – 03/17/16
Blake (@PipCzar) interviews Marc Chandler. Marc Chandler has been covering the global capital markets in one fashion or another for more than 25 years, working at economic consulting firms and global investment banks. Chandler attended North Central College for undergraduate work, where he majored in political science and the humanities. He holds master's degrees from Northern Illinois University and University of Pittsburgh in American History and International Political Economy. Currently...
Read More »The Eurozone has been infected by the US slowdown
By Alberto Caruso, Thomas Hasenzagl, Filippo Pellegrino, Lucrezia Reichlin This post first appeared at Vox. Recent data releases related to the Eurozone have been disappointing. This column argues that momentum from the long-delayed 2014-15 recovery is faltering because the Eurozone economy is affected, with a lag, by the US slowdown. The traditional, lagged relationship between the EZ and US business cycles – which disappeared in the aftermath of the Global Crisis – is now reasserting...
Read More »Britain, Brexit, and sovereignty
In-depth analysis on Credit Writedowns Pro. You are here: Political Economy » Britain, Brexit, and sovereignty By Marc Chandler originally posted at Marc’s blog, Marc to Market As the European Union grew, the unanimity in decision-making increasingly gave way to qualified majority voting. This development took away an important weapon the UK deployed to pursue its national interest. It use often to frustrate the collectivist decision-making in Brussels and...
Read More »Marc Chandler @marcmakingsense: Carry Trade Unwind
Marc attributes Euro strength and dollar weakness to the unwinding of the carry trade. With continued monetary divergence Marc expects the dollar to regain it's footing into the March ECB meeting. Marc believes there will be no Plaza Accord 2.0 and the Saudi's will not de-peg from the dollar.
Read More »Marc Chandler @marcmakingsense: Carry Trade Unwind
Marc attributes Euro strength and dollar weakness to the unwinding of the carry trade. With continued monetary divergence Marc expects the dollar to regain it's footing into the March ECB meeting. Marc believes there will be no Plaza Accord 2.0 and the Saudi's will not de-peg from the dollar.
Read More »Forex Live Analysis Room show 606th + interview Marc Chandler
Join us for a unique Forex experience in the FXStreet Live Analysis Room. The #FXroom is being hosted by Dale Pinkert, long time and popular contributor on FXStreet. Trading in community. Know our Mastermind concept as we all edify each other 1+1=11 at http://www.fxstreet.com/webinars/live-analysis/ Live Video and chat with experts and traders. Daily show 14 GMT; 9-11 am EST. Finally, don't miss the interview with the writer and speaker Marc Chandler @marcmakingsense at 15:15 GMT, 10:15 EST.
Read More »Forex Live Analysis Room show 606th + interview Marc Chandler
Join us for a unique Forex experience in the FXStreet Live Analysis Room. The #FXroom is being hosted by Dale Pinkert, long time and popular contributor on FXStreet. Trading in community. Know our Mastermind concept as we all edify each other 1+1=11 at http://www.fxstreet.com/webinars/live-analysis/ Live Video and chat with experts and traders. Daily show 14 GMT; 9-11 am EST. Finally, don't miss the interview with the writer and speaker Marc Chandler @marcmakingsense at 15:15 GMT, 10:15 EST.
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