Why Are Markets Chasing “Pivot Talk”?
Positive inflation news has sparked the markets with talk of a Fed pivot, but is inflation finally beginning to moderate? Insights by CME Group Senior Economist, Erik Norland. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Are 2% Rates the New Zero?
After the Great Recession of '08, the Fed pushed rates to near zero for the better part of a decade, then down to near zero during the COVID-19 pandemic. Are there lessons from these extended periods of near zero short-term rates? Insights by CME Group Chief Economist, Blu Putnam. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Markets Need Time To Find Direction
Jonathan Corpina, Senior Managing Partner, Meridian Equity Partners shares his views on what to look forward to in the last six weeks of 2022.
Outlook As 2022 Winds Down
Peter Tuchman, aka “the Einstein of Wall Street” aka “the most photographed man on Wall Street” shares his take on the indirection in the market, the latest earnings calls from US retailers, and where investors are looking
Peak Inflation Narrative
Treasury yields continue to edge lower following slower U.S. consumer price growth. Is inflation starting to ease? Insights by Jim Iuorio with TJM Institutional Services. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Market Reacts To Elections and October CPI
Both the midterm elections and October’s CPI reading defied expectations and had stark impacts on markets. On top of that the collapse of FTX added to an already busy and volatile week. Tim Anderson, Managing Director, TJM Investments, shares why markets reacted the way they did and where he thinks they’re going.
Tight or Loose, Where Does Monetary Policy Stand?
Can central banks bring inflation down without putting real rates into positive territory? The answer: it’s complicated. Insights by CME Group Senior Economist, Erik Norland. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
U.S. Midterm Election
Ongoing uncertainty around inflation, monetary policy and the economy may impact market volatility around the U.S. midterms this year. Craig Bewick with CME Group and Scott Bauer with Prosper Trading Academy look at volatility in the 10-Year Treasury options immediately before and after the last few major elections. Here’s what they found. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
September CPI And What A Reaction!
September's CPI came in above expectations and remained at decade highs, but markets jumped after an initial slide. Michael Reinking, CFA, Sr. Market Strategist, NYSE provided insight into the market's unexpected reaction, market drivers, and what to expect looking forward.
Ahead Of Earnings Season, Jamie Dimon Predicts Recession
At the start of earnings season, major U.S. banks are sending foreboding messages about the country’s economic future. JP Morgan Chase’s CEO, Jamie Dimon, suggested he sees the U.S. economy entering a recession in 6 to 9 months and that the S&P 500 could fall an additional 20%.
Macro Markets Podcast Episode 22: Investors' Guide to the Fed’s Hard Landing
Brian Smedley, Chief Economist and Head of the Macroeconomic and Investment Research Group, discusses the Fed’s third straight 75 basis point hike and its meaning for the economy and investors.
September FOMC Sparks Major Market Retreat
Markets tanked after the September FOMC meeting. Tim Anderson shares his thoughts on why the market is reacting to the downside, what could make the market fall even further, the disconnect between Main Street and Wall Street, and what could help buck the downward trend.