Supply Chain Disruptions Ease; Will Gold Gain on Silver?

View in your browser Supply Chain Woes Ease; Will Gold Gain on Silver? By Erik Norland, Senior Economist K.T. Arasu, Director of Economic Research CME Group Supply Chain Disruptions Easing  Global shipping rates are tumbling to near pre-pandemic levels Los Angeles-Shanghai freight has declined about 50% in six months Recreational spending has been on the uptrend … Read More

Now live: euro-denominated Bitcoin and Ether futures

Manage bitcoin and ether risk in your currency of choice Now live: Bitcoin Euro and Ether Euro futures Enjoy greater transparency and flexibility to manage bitcoin and ether euro price risk with Bitcoin Euro and Ether Euro futures, which settle to the CME CF Bitcoin-Euro and Ether-Euro Reference Rates. Like their U.S. dollar-denominated futures counterparts, … Read More

Has Inflation Peaked; U.S. and China’s Approaches to Consumer Spending

View in your browser Has Inflation Peaked? U.S., China Consumer Spending Approaches By Blu Putnam, Chief Economist K.T. Arasu, Director of Economic Research CME Group Has Inflation Peaked? Consumer spending on durable goods is easing in switch to services As pandemic spending eases, fiscal policy is no longer a driver of inflation Fed shrinking balance … Read More

Home Rentals Might Prolong High U.S. Inflation; Spotting a Recession

View in your browser Home Rentals Could Prolong Inflation; Spotting a Recession By Blu Putnam, Chief Economist, Erik Norland, Senior Economic CME Group Home Rental’s Lagging Effect on Inflation Home rental is up 5.5%, while home prices are up 21% Rise in home rentals tend to lag home prices by about 21 months As such, … Read More

Can VIX-Yield Curve Cycle Foretell Next Inflation?

View in your browser Economic Cycles and Recession; the Jobs-Growth Disconnect By Blu Putnam, Chief Economist Erik Norland, Senior Economist, CME Group Can VIX-Yield Curve Predict Next Recession? Four stages of the VIX-Yield curve starting with economic recovery and ending with a recession This cycle has played out three times from 1990 to 2021 Can … Read More