# Marc Chandler - Weekly Market Recap: Global Bond Sell-Off, Economic Reacceleration, the Surging US Dollar

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Text version: https://stenobird.com/podcast/the-ke-report-5642261/marc-chandler-weekly-market-recap-global-bond-sell-off-economic-reacceleration-the-surging-us-dollar.md
Podcast: [The KE Report](https://stenobird.com/podcast/the-ke-report-5642261)
Published: 2026-05-15T20:45:08+00:00
Episode link: https://kereport.podbean.com/e/marc-chandler-weekly-market-recap-global-bond-sell-off-economic-reacceleration-the-surging-us-dollar/
Audio file: https://mcdn.podbean.com/mf/web/n8df9ncgkjm4f46g/2026-05-15_-_Marc_Chandler6t53a.mp3
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Duration seconds: 1056

## Resource

In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a comprehensive breakdown of a volatile week characterized by a sea of red on Friday across equities and metals, contrasted by a significant rally in the US dollar. Key discussion points include: The G2 Summit and Geopolitical Friction: A look at the conflicting reports following the summit regarding Iran and how these tensions are impacting energy markets and market sentiment. Global Bond Market Sell-Off: An analysis of the sharp rise in the US 10-year yield and why international debt instruments, particularly UK Gilts and German Bunds, are seeing similar pressure. US Economic Reacceleration: Why recent data points to a strengthening US economy, causing a dramatic shift in Federal Reserve rate cut expectations for the remainder of the year. The Surge of the US Dollar: Marc explains the technical drivers behind the dollar’s recovery and why "US Exceptionalism" is creating a divergence between the greenback and other G10 currencies. Commodity Volatility and Hard Assets: A discussion on the recent record highs in copper and the subsequent reversal, alongside the outlook for gold and silver in an inflationary environment. Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/ ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: 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 or investmen…

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