Research: Oil prices in question

Oil’s changing supply landscape, options skew strikes again By Erik Norland, Senior Economist, CME Group Oil’s changing supply landscape Oil prices, options volatility are down a month after Saudi attacks High inventories, slow global growth behind 14% rally fizzling out Permian Basin leading the charge in US oil production surge Watch video Oil options skew … Read More

The unintended consequences of quantitative easing

The unintended consequences of quantitative easing By Blu Putnam, Chief Economist, CME Group Highlights Liquidity is critical to efficient risk management using less capital Quantitative easing in Europe, Japan drained liquidity from bond markets Bid/ask spreads widened, diminishing risk management efficiency Europe, Japan’s QE led to sluggish growth, hurt financial sector Watch video

Oil: Geopolitical risks in the Middle East

Oil: Geopolitical risks in the Middle East By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Oil: US buffers Mideast influence Impact of Mideast oil supply disruptions on prices has diminished Loss of influence is due to rising US shale oil production and exports Price surge after drone attack on Saudi oil … Read More

Trading themes; will gold outperform equities?

Top trading themes and is gold about to outperform equities? By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Is gold about to outperform equities? Gold has outperformed equities over the past year, reversing a 7-year trend Fed rates cuts could herald a USD bear market, a bullish factor for gold Could … Read More

Research: Trade war to target Europe next?

Trade war to target Europe next? By Blu Putnam, Chief Economist, CME Group Highlights US could target Europe in next phase of trade war possibly in October New front on trade war would hurt auto sector in Alabama and South Carolina Faltering German economy, which relies on auto exports, could be hit hard Euro could fall … Read More