Tag Archives: Cool Video

Click to see video. I was invited to appear on CNBC Asia Rundown show with Pauline Chiou.   We discuss the Chinese yuan on the anniversary of last summer’s unexpected devaluation.  I suggest that most of the things that get observers excited, like the internationalization of the yuan, or the Hong Kong-Shanghai link or, perhaps by the end of the year,a Hong Kong-Shenzhen link are really Chinese machinations that...

Shortly before I was on Bloomberg TV today, Leadsom withdrew from the Tory leadership context, leaving May, who favored remaining the EU, as the likely successor of Cameron.  Leadsom had been trailing May even before her controversial weekend comments. Sterling shot up to almost $1.3020, and as was the case last week, there appeared to be a wall of sterling sellers lurking there.  Sterling was trading below $1.29...

Click to see the video. About a dozen hours after it became clear that a slight majority of the British voters favored leaving the UK, the Financial Times’ John Authers visited me at Brown Brothers Harriman  to discuss the initial implications.  The situation is very fluid and there are many moving pieces.  In Chinese, the characters for crisis are “danger” and “opportunity.”  The danger component is the first cut...

Click to see the video. I had the privilege to be on CNBC’s Trading Block show to discuss how the market is positioned for the UK referendum.  The markets are strongly anticipating the UK to vote to stay in the EU, even though polls remain very tight. Given that leveraged participants and speculators have rallied sterling more than nine cents from last week’s lows.   This makes us wary of the risk that...

Click to see the video. I am in Boston to attend the Fixed Income Leaders Summit and was invited to join Alix Steel, Joe Weisenthal, and Scarlet Fu on Bloomberg TV.   We talked about the peripheral in Europe, especially Portugal, Italy and Spain. Each has a pressing issue.  In Portugal, yields have not fallen as much as in other peripheral countries.  In Italy, they are belatedly addressing the recapitalization of...

Video, Chandler: Dollar Will Continue to Trend Higher, click to open Returning from a two-week business trip to Asia, I was invited to appear on Bloomberg Surveillance with Tom Keene and Francine Lacqua.  Check out the video clip here. Key Points My key points include,the driver now is changing perceptions of the trajectory of Fed policy and the reemergence of divergence.  I suggest that “real news” from the G7 meeting was not about intervention, as neither the US, Europe, nor...

My two week trip to Asia is winding down.  I had the privilege of being on CNBC in Asia earlier today and discussed the markets with Martin Soong from Singapore.   There were two segments.  The first segment (here) is about two minutes long and focuses on about Japan.  The second segment (there) is 3.5 minutes long and discusses the Federal Reserve. Previous post

As the second week of this Asian business trip gets underway, I am in Hong Kong.  I was on Bloomberg TV in the Asian morning to discuss market developments with Angie Lau. The 4.5 minute discussion covers a number of topics, including the outlook for Fed policy, the BOJ, dollar outlook and game theory.   Click here for the link. Previous post

I was invited to discuss the potential impact of a Trump presidency on the US dollar with Bloomberg's with Joe Weisenthal, Oliver Renick, and Alix Steel on "What'd You Miss" show yesterday afternoon, Of course the topic lends itself to all sorts of partisanship.  However, I put aside my own political axes and focused on two potential channels through which could impact the dollar.   The first is through a foreign economic policy that undermines US treaty obligations under various trade...

I was a guest on "What'd You Miss" on Bloomberg TV this afternoon, shortly after the markets closed.  Alix Steel, Joe Weisenthal, and Scarlet Fu, and I discussed two main issues.    Click here to see the seven minute clip.   The first was the EU's approval, finally, of the establishment of a "bad bank" in Italy.  It will ostensibly help  address the bad loan problem that has been one of the factors that have prevented a stronger recovery in the third largest country in the euro area.   I...