Rotation Out of US Assets? | With Marc Chandler

Marc Chandler, Chief Market Strategist at Bannockburn Global Forex and author of Marc to Market, joins Maggie Lake for his first Talking Markets appearance. They discuss the potential rotation out of US assets and what it means for the dollar, what Bannockburn wants to see in USD before it calls the dollar pullback "over," and what movements in currency pairings tell us about the market. Also up for discussion: the looming March 1 deadline vis-a-vis tariffs on Canada, what the latest US economic data is telling us, what - if any - volatility we can expect in currencies following Germany's election later week. Follow Marc's stuff here: https://www.marctomarket.com/ Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me Connect with me on Twitter: https://x.com/maggielake Connect with me on Substack: https://maggielake.substack.com 00:00 - Introduction with Marc Chandler 00:45 - The Biggest Risks Facing Investors Right Now 03:38 - Is This the Start of a New Era for Currency Volatility? 07:12 - Are We Setting Up for a Rotation Out of US Assets? 09:49 - Why the US Dollar Might Be Overvalued 13:30 - Europe’s Economic Struggles and the German Elections 18:07 - The Shift in Global Spheres of Influence 21:10 - Will The Trump Administration Engineer A Weaker Dollar 25:10 - Fed Rate Cuts & Inflation 26:40 - China’s Technological Advancements and Trade Strategies 30:13 - Closing Thoughts: Navigating an Uncertain Global Economy *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice. #DXY #treasury #renminbi #dollar #euro #currencies #rates #economy #marketanalysis #investing #stockmarket #investing #tariffs #investmentstrategy #talkshow #podcast #tradingopportunities #marketopportunities #liquidity #thefed #gold #silver #cycles #monetarypolicy #thefed