ANNOUNCEMENTS

Reassessing Markets Trends and Possible Bitcoin Drivers By Blu Putnam, Chief Economist Erik Norland, Senior Economist CME Group Market Trends That Might Persist or Fade Some countries prepare for an evolving reopening of their economies. Markets that surged are taking a pause, while equities are more volatile. Investors reassessing market trends, could lead to increased volatility. Risk … Read More

Copper’s Demand Dynamics By Erik Norland, Senior Economist, CME Group China’s Economic Rebound Lifted Copper ​​​Copper prices have more than doubled even as global economy waned. China’s economic rebound has been pivotal to surge in copper prices. Demand for manufactured goods rose amid service-sector lockdown. Could reopening of service sector blunt the copper market’s rally? Listen … Read More

Drought Imperils Crops and Mexico’s Interest Rates Outlook By Blu Putnam, Chief Economist Norland, Senior Economist CME Group Drought Threatens Farmland In Dakotas Western U.S. drought is worsening, spreading toward Dakotas. Drought could damage corn and soybean crop yields, reduce production.  Drought driving up corn, soybean prices already elevated by Chinese demand. Water supply might be affected in … Read More

Inflation Roils Equities and Equities-Copper Relative Performance By Blu Putnam, Chief Economist Erik Norland, Senior Economist CME Group Conflicted Sentiment in Equities ​​​​​​Sentiment in equities is conflicted amid growing inflation debate. Expansionary fiscal, monetary policies fueling inflation concerns. Nasdaq growth stocks more impacted than Dow-listed companies. Bonds signal long-term rates might not far exceed Fed’s … Read More

The Volatility Cycle and Mexico Might Raise Rates By Erik Norland, Senior Economist, CME Group End of the Volatility-Yield Curve Cycle? U.S. yield curve steepened slightly in 2021 but remains flat by historical standards. Flat yield curve at the start of growth cycle could be due to quantitative easing. Yield curve could steepen amid growing … Read More