Checking in on the U.S. Consumer
Many economists are worried that consumer spending might slow in 2024 and lead to a recession. CME Group Chief Economist Blu Putnam explains why consumer spending can keep going despite some headwinds. CME Group experts regularly share insights and analysis on market events that matter to you. Stay Up-to-Date with Evolving Markets
September FOMC Recap
In this episode of View From the Floor, NYSE Senior Market Strategist Michael Reinking unpacks the latest FOMC meeting--from Fed Chair Jerome Powell's comments on a soft landing scenario to the implications for long term rates.
Is Australia's Dollar Staging a...
In response to optimistic Chinese data, the Australian dollar has pushed higher, rallying almost 2% in the last two weeks. Is a bright spot in China's economy enough for the Aussie dollar to sustain a recovery? Insights by Jim Iuorio with TJM Institutional Services. View exclusive content and premium features. Create a CME Group account
Meet the RIA: Summit Trail Advisors
Managing Partner Jack Petersen discusses the unique needs of the UHNW client base, his manager selection process and the symbiotic relationship between firm growth and client satisfaction.
Blackstone CEO Talks Fiscal Risk
Blackstone CEO Stephen Schwarzman believes that the resilient labor market, which has refused to cool despite the Federal Reserve’s tightening cycle, will keep the U.S. Economy on track. Speaking with Bloomberg from the International Private Equity Market Conference in Paris, Schwarzman says that the budget deficit is a bigger risk than the current business cycle.
Nuveen CIO Disagrees with Markets on Rate...
Saira Malik, Chief Investment Officer at Nuveen, shares reasons to be optimistic about markets and explains why she doesn’t foresee interest rates coming down in 2024.
British Pound Continues to Underperform
Following a mixed U.S. CPI read, the British pound extended its decline against the U.S. dollar. Since July 14, the sterling has been struggling to make a comeback. What factors are weighing on the currency? Insights by Jim Iuorio with TJM Institutional Services. Monitor risk expectations in real time across asset classes with live-streaming CVOL
August CPI Hotter Than Expected
TJM Investments Managing Director Timothy Anderson reacts to the August CPI print which showed accelerated inflation--largely fueled by an uptick in energy prices. He also looks ahead to August retail figures and the Arm IPO later this week.
Chicago Fed Eyes Possibility of Goldilocks...
Chicago Federal Reserve Bank President Austan Goolsbee suggests that the so-called “golden path”--one in which the U.S. inflation rate cools without a recession–is not guaranteed, but within reach.
Kyle Bass Talks Office Demise
Hedge fund manager Kyle Bass foresees a 10% hit to U.S. banking equity due to the post-COVID trend away from office space. Speaking with Bloomberg Markets, Bass predicted a $200 to $250 billion dollar loss from the office sector of commercial real estate. He highlighted industrials, multi-family and data centers as pockets of opportunity moving forward.
Optimizing Athlete Performance Off the Field
Michael Bapis, Vios Group Private Advisor and Head of the Sports...
A Sticky Situation for the ECB
Inflation data from Germany and Spain has raised the prospect that price growth across the eurozone may be hotter than originally projected. Does this raise the probability of another rate hike by the ECB in September? CME Group Senior Economist Erik Norland explains. CME Group experts regularly share insights and analysis on market events that matter to you.
Tema Launches Two ETFs Focused on Curing...
Tema announced the addition of two new actively managed thematic ETFs: the Oncology ETF (CANC) and Global Royalties ETF (ROYA). CEO Maurits Pot weighs in on why oncology is “the biggest biotech megatrend” and ways that global royalties can “deliver equity-like returns with contractually supported income.”
Our insights on investing in artificial...
In this video three of our technology portfolio managers share their insights on AI investing. They cover its history, explain what it is, how it’s currently being used and how it’s evolving. In addition, our managers discuss AI’s global economic impact and where the opportunities lie. They caution against the hype surrounding AI, and recommend focusing on long-term secular winners.
Mirae: Rate Cuts Are a Second-Half 2024 Story
Investors need to temper their expectations for rate cuts according to Rahul Chadha, Chief Investment Officer of Mirae Asset Global Investments. Speaking on Bloomberg Markets earlier today, he pointed to labor strikes around the world and sticky wages as headwinds for Central Bankers in the near to medium term.
Another Boost for 10-Year Yields
Over the last four months, U.S. 10-year yields have risen from 3.35% to 4.30%. Jim Iuorio says, the driver of the rise seems to be a persistent fall in inflation coupled with surprising resilience in other non-inflation data. Analyze the probabilities of changes to the Fed rate and U.S. monetary policy, as implied by 30-day Fed Funds Futures pricing data.
Peter Tuchman Talks Structural Shifts in the...
In the latest episode of View From The Floor, Peter Tuchman, Senior Floor Trader at Trade Mas, joins Gillian Kemmerer to discuss where we are in the current rate cycle, the pitfalls of tired data in the new economy and more.
Jefferies: China Headlines Worse Than...
Reports of China's economic downturn have been exaggerated in the West according to Jefferies Global Head of Equity Strategy Chris Wood, who sees a short-term buying opportunity as investors take flight. Speaking from the Jefferies Asia Forum, Wood doubled down on India, which he called his favorite Asian market for the past two decades.