Equities: Driven by Trump or Macroeconomics?

Equities: Driven by Trump or Macroeconomics? By Erik Norland, Senior Economist, CME Group Highlights:  Equities propelled by strong post-election sector rotation Financial, energy, industrial sectors among best performers Equities outlook tied to rates, U.S. dollar, commodity trends Any equities sell-off could diminish Fed rate-hike expectations Read Full Article

Oil: Will Rising U.S. Output Stifle Post-OPEC Gains?

View in your browser Oil: Will Rising U.S. Output Stifle Post-OPEC Gains? By Erik Norland, Senior Economist, CME Group Highlights: U.S. oil output has been rising since July 2016 Investment in U.S. oil sector rebounding quickly Resurgent oil market faces a key test at $55/barrel High U.S. inventories a hurdle to long-term bull market Read … Read More

Seven Most Noteworthy Trading Days of 2016

Seven Most Noteworthy Trading Days of 2016 By Blu Putnam, Chief Economist, CME Group Of the seven most noteworthy trading days at CME Group exchanges last year, a majority were triggered by heightened event risk, ranging from the U.S. elections, Brexit referendum, diverging monetary policies around the globe, to OPEC production cuts. A look back … Read More