Clear Commodity Network Clear Commodity Network
  • Home
  • Metals
  • Energy
  • Agriculture
  • Podcasts
  • Playlists
  • Prices
Clear Commodity Network Clear Commodity Network Clear Commodity Network Clear Commodity Network
  • Home
  • Metals
  • Energy
  • Agriculture
  • Podcasts
  • Playlists
  • Prices
Cover for Marc Chandler - Markets Looking Past the U.S. Government Shutdown; Gold at Record Highs

Marc Chandler - Markets Looking Past the U.S. Government Shutdown; Gold at Record Highs

October 02, 2025
  • Marc Chandler
  • Economy
  • Geopolitics
KEReport
By KEReport
KEReport

Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, joins us to unpack why stocks keep hitting record highs, gold is breaking into uncharted territory, and what’s next for bonds and the U.S. dollar.

 

Marc breaks down:

  • Why markets are looking past the shutdown and focusing on Fed cuts later this month
  • Gold’s relentless trend: central-bank buying, momentum, and geopolitical reserve risks
  • Bonds, inflation, and why yields could break lower from ~4%
  • The dollar’s sideways range - bounce now, but broader downtrend ahead
  • Global ripple effects as equities from Europe to Japan to Mexico also test record highs
     

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

 

----------

 

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

https://kereport.substack.com/

https://excelsiorprosperity.substack.com/

 

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 and hosts may own shares in companies mentioned.

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
View all podcast by KEReport

Subscribe for Clear Insights

Freshly dropped news & interviews delivered to your inbox daily.
Please review our Disclaimer and Privacy Policy.

More Clear Commentary:

Cover for Marc Chandler - Market Meltdown and Currency Chaos

Marc Chandler - Market Meltdown and Currency Chaos

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

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

Cover for Marc Chandler - The Impact of U.S. Tariffs on Global Trade, Currencies, Inflation

Marc Chandler - The Impact of U.S. Tariffs on Global Trade, Currencies, Inflation

Cover for TARIFFS: Why YOU Got it All Wrong | Steve Keen

TARIFFS: Why YOU Got it All Wrong | Steve Keen

Cover for Marc Chandler -  A Macro Deep Dive: Jobs Data, Fed Policy, Global Currency Moves

Marc Chandler - A Macro Deep Dive: Jobs Data, Fed Policy, Global Currency Moves

Cover for Marc Chandler - Fed Recap, U.S. Data Weakness, and Dollar Trends

Marc Chandler - Fed Recap, U.S. Data Weakness, and Dollar Trends

  • Tweet
  • Share
  • Share
  • Share
  • Share
  • Share
  • Tweet
  • Share
  • Share
  • Share
  • Share
  • Share