Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, joins us for this special Sunday editorial on the KE Report.
Key topics discussed:
- Inflation Data: A closer look at why headline inflation remains above the 2% target and why base effects suggest future readings may edge higher.
- Fed Policy Outlook: Despite political noise, the Fed remains patient. Marc explains why some members (like Waller) are pushing for earlier cuts and how labor market weakness – not just inflation – may drive the next move.
- Market Reaction: Are potential Fed cuts already priced in? Why retail buying and FOMO are fueling equity highs, and what that means for risk ahead.
- Tariffs & Earnings: How shifting tariffs could pressure margins, stoke inflation, and impact upcoming earnings season.
- Global Events: What to watch this week: flash PMIs, the ECB meeting, Tokyo CPI – and why Japan’s political backdrop is worth noting.
Click here to visit Marc’s site – Marc To Market.