Episode
Marc Chandler – Macroeconomic Movers In Oil, Bonds, Currencies, Central Bank Policy, US Equities, and International Markets
- Podcast
- The KE Report
- Published
- Jun 29, 2026
- Duration seconds
- 1259
- Processing state
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Summary
In this Sunday special edition of The KE Report, I sat down with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack a whirlwind week for global macroeconomics, geopolitics effects on the oil sector, central bank policy and how that factors into interest rates and currencies, and international markets. Key Discussion Points: Strait of Hormuz Geopolitics and The Oil Price Response: We discuss the significant drop in crude oil prices over the last couple of weeks as a market response to the MOU signed between the US and Iran, but counterbalance the conversation with the renewed tensions to end the week and heading into the weekend. Inflation Expectations and Fed Policy: Two weeks after Fed Chair Warsh’s debut meeting, the market is pricing in a hawkish trajectory for the end of the year, which is affecting the short-end of the yield curve, while the longer-dated treasury yields are flattening. Mark weighs in on the key takeaways in the trends. The Surging US Dollar Index: Why the dollar is breaking out of its year-long range, achieving new highs against the Japanese Yen and Canadian Dollar, and defying widespread expectations of a decline. MAG-7 Leadership Rolls Over: We’ve seen many of the megacap tech stocks rolling over the last couple of weeks, and dissect whether this is healthy rotation into other sectors, or a more worrisome sign. SpaceX IPO Fallout For The Space Stocks: We review the potential frothy market sentiment read of high profile IPOs like SpaceX and Anthropic, and what this means for the space sector valuations dropping most of this year. Mark points out that the increased issuance of shares overall in the market data means that the same money is chasing even more paper, and causing se…