The KE Report

Marc Chandler - Return of Tariff Volatility, Currency Shifts, and the Rise of the "Sell America" Trade

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In this KE Report daily editorial, we welcome back Marc Chandler,  Managing Partner at Bannockburn Global Forex  and Editor of Marc to Market, to unpack the market-shaking announcement from President Trump: a potential 50% tariff on European Union goods. This policy shift has reignited global trade tensions and is already sending shockwaves through equity, bond, and currency markets.

 

Marc provides a wide-ranging macro breakdown, covering:

  • The market reaction to renewed tariff threats, including the sharp sell-off in European equities and rally in bonds.

  • A detailed look at currency market trends, including strength in the euro, pound, Canadian dollar, and Chinese yuan… and a weakening U.S. dollar index.

  • Why the dollar's recent weakness is more about the U.S. itself than foreign currency strength.

  • How global capital flows are evolving, including surprising Q1 U.S. inflows and a nuanced view on the so-called "Sell America" narrative.

  • An emerging trend: the U.S. dollar as a new global carry trade - a role once dominated by the Japanese yen.

  • Big-picture risks in bond markets and the potential geopolitical realignment between the EU and China, as Europe grapples with economic and strategic pressure from both the U.S. and Russia.

    •  Visit Marc to Market for more of Marc's analysis.

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