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Optimism in Retail Spending

About the Presenter Erik Norland is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact on CME Group and the company’s business strategy, and upon those who trade in its various markets. He is…

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Crude Oil-Vegetable Oils Nexus

About the Presenter Erik Norland is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact on CME Group and the company’s business strategy, and upon those who trade in its various markets. He is…

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The Debt Purchase-Issuance Gap

About the Presenter Erik Norland is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact on CME Group and the company’s business strategy, and upon those who trade in its various markets. He is…

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Inflation Impact on Investors

Recently, however, the combination of large budget deficits, quantitative easing, high savings rates, widening vaccine distribution and bottlenecks in supply chains, have given rise to concerns that inflation might make a comeback. Central banks have tried to assuage this concern by suggesting that they might not raise interest rates to pre-empt inflation as they have…

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Why Some Stocks Are Retreating

About the Presenter Erik Norland is Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact on CME Group and the company’s business strategy, and upon those who trade in its various markets. He is…

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Bonds Impact on Some Stocks

About the Presenter Bluford “Blu” Putnam has served as Managing Director and Chief Economist of CME Group since May 2011. With more than 35 years of experience in the financial services industry and concentrations in central banking, investment research, and portfolio management, Blu serves as CME Group’s spokesperson on global economic conditions. View more reports…

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Gold-Silver Supply-Side Impact

While demand factors are undeniably important, one should not overlook supply as a driver of precious metals prices. Gold and silver mining production has been on the decline since 2016. In 2020, the pandemic led to a number of mine closures that reduced output of gold and silver ore. Given the historical relationship between mining…

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Bitcoin-Ether Co-Movement

Figure 1: Bitcoin-Ether correlation has been more consistently positive since early 2018 Since the summer of 2018, the close co-movement of the two cryptocurrencies has become readily apparent (Figure 2). They both fell in 2018 and traded sideways in 2019 and early 2020 before rallying together in late 2020 and in early 2021. Figure 2:…

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