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
iCapital: Pullbacks Could Entice Investors Looking to Get Back into Markets
iCapital Chief Investment Strategist Anastasia Amoroso thinks the economy is still showing a lot of strength, so she doesn’t expect to see a severe correction or recession this year. However, she says pullbacks are probable and could be enticing for investors looking to get back into the markets.
Morgan Stanley: U.S. Economy Cooling Off, Not Cold
Morgan Stanley Chief Global Economist Seth Carpenter says that a soft landing remains the most likely outcome for the U.S. economy. Speaking with Tom Keene on Bloomberg Surveillance, Carpenter added that while more drag from monetary policy is likely to slow the market in the months ahead, recession is still not the base case scenario.
Debate Over A New Rate Environment
With the no recession view becoming a popular base case, there has been a shift in the longer-term inflation debate, says CME Group Chief Economist Blu Putnam. View exclusive content and premium features. Create a CME Group account
Credit is the Next Shoe to Drop
Anne Walsh, Chief Investment Officer of Guggenheim Partners Investment Management, joins Bloomberg TV to discuss the latest inflation data, the economic cycle, and portfolio positioning.
Feeling Bearish? How To Prepare
David Stryzewski, CSA, NSSA, CEO of “Sound Planning Group” is feeling bearish and shares what he's talking about with his clients and other advisors, how he’s adjusting his allocations, and where he still sees ample opportunity.
Bank Crisis? Debt Ceiling? What Does It All Mean?
Joe Davis, President and Wealth Advisor at Stonebriar Wealth Management shares his outlook for H2 2023, covering inflation, interest rates, what he expects the Fed to do, and where he sees opportunity in the market.
Momentum Shift: A Closer Look at the US Consumer
Hailey Orr, Director of Capital Markets Strategy for MUFG and co-author of the firms recently published research “Momentum Shift: A Closer Look at the US Consumer”, shares insights from the research, discusses mixed macroeconomic data, and expectations for a US recession.
Earnings Season: Week 1 of Q1 2023
Tim Anderson, Managing Director at TJM Investments, shares updates from week one of earnings season, thoughts on bullish European equity markets, and why the US debt ceiling doesn't matter to markets.
Markets and Fed, A Bit ‘Out of Sync’
As recession worries increase, there seems to be a growing divergence between market pricing and Fed guidance. Insights by CME Group Chief Economist, Blu Putnam. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Since touching inversion in July, the yield curve has now moved to levels not seen since 1982. As the inversion deepens, what’s the message? Insights by Jim Iuorio with TJM Institutional Services. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
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.