Marc Chandler - What Mattered This Week: Central Bank Expectation Changes, Currencies, and the AI Market Hype

In this KE Report Daily Editorial, we chat with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, about shifting global monetary policies, currency trends, and the ongoing dominance of the AI trade in shaping market sentiment.

Key Discussion Highlights:

• Fed and BoE Divergence:
  Markets cut odds of a Fed rate cut in December, while expecting the Bank of England to ease after weak U.K. data.
  
  
• Currency Moves:
  Dollar Index steadies near 99; Sterling holds firm despite growth worries.
  
  
• BOJ and Yen:
  Bank of Japan unlikely to hike soon; yen nears 155 per USD, raising chances of intervention.
  
  
• AI Market Hype:
  Mark compares today’s AI boom to the dot-com era, warning of overbuild and excess capacity.
  
  
• Beyond Tech:
  Notes weakness in rare earths, but ongoing opportunity in Bombardier and regional transport.
  
  

Overall, global markets remain range-bound as traders await clearer signals from central banks and tech leaders.

 

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

 

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