Marc Chandler - Fed Policy, Inflation Trends, and Global Market Risks
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.
