2020 vision: Our annual economic outlook

Webinar: Three Market Challenges for 2020 Featuring Blu Putnam, Chief Economist and Erik Norland, Senior Economist Join CME Group Economists Blu Putnam and Erik Norland as they share their economic outlook for the rest of 2020 amid major geopolitical events in the coming months. In this webinar, Blu and Erik will discuss: Is the Mideast … Read More

UK eyes rate cut, US inflation likely muted

UK eyes rate cut, US inflation likely muted By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group SONIA: High time to lower rates SONIA futures pricing 61% probability of BoE rate cut on Jan 30 Probability of a BoE rate cut jumps to 80% at its September meeting UK unemployment is low … Read More

Research: Oil risks, equity market drivers 2020

Research: Oil risks, equity market drivers 2020 By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Oil: Is Mideast risk premium too low? Oil prices surged but fell back after two recent Mideast incidents Risk premium much lower than $15-$20 before shale oil revolution Could dwindling capital expenditure lead to decline in … Read More

Global growth hotspots and commodities pin 2020 hopes on China

Global growth hotspots and commodities pin 2020 hopes on China By Erik Norland, Senior Economist, CME Group Are major economies heading for a cool off? Flatness of yield curves signal slowing growth in US, Europe, Japan Steep yield curves for China, India, and Brazil point to growth Countries projected to grow have been easing monetary … Read More

Research: Equities roar as Fed eyes next challenge

As equities party like it’s 1999, is Fed ready for a downturn? By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group In 2020, equities are partying like it’s 1999 The three sectors that led the market in the 1990s also won in 2010s The three weakest sectors in 1990s also did poorly … Read More