EPISODE · May 15, 2026 · 17 MIN
Marc Chandler - Weekly Market Recap: Global Bond Sell-Off, Economic Reacceleration, the Surging US Dollar
from The KE Report · host KE Report
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 investment product. Investing in equities, commodities, really everything 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.
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Marc Chandler - Weekly Market Recap: Global Bond Sell-Off, Economic Reacceleration, the Surging US Dollar
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