Marc Chandler - Tech Weakness, Rate Cut Realities, Presidential Cycle Playbook, Precious Metals Breakdown

Podcast: The KE Report · KE Report

Opublikowano: 2026-10-23

In this Daily Editorial, Cory and Shad welcome Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of Marc to Market, for the weekly market recap and look ahead to next week. With crucial central bank decisions and top-tier GDP data on deck, the discussion unpacks underlying crosscurrents across sovereign debt, energy, foreign exchange, and metals. Big Tech Fragility and Market Rotation: A breakdown of the Philadelphia Semiconductor Index’s continued pullback and whether the market’s defensive posture signals true institutional risk-off positioning or routine month-end rebalancing. Yield Curve Conundrum vs. Surging Oil: Why benchmark Trea...