OpenMarkets
4,378 posts
OpenMarkets
@Open_Markets
An online magazine and thought leadership blog on global markets and economics, published by @CMEGroup
One of the warmest winters on record in the United States has shifted natural gas supply and demand dynamics. That has created rising volatility in natural gas options markets.- Pandemic-era demand for aluminum-heavy products created oversupply of the metal, says Jorge Vazquez of @HARBORaluminum. “We borrowed demand from the future.” spr.ly/60163Deja
00:00 - The labor market and the stock market are both showing a huge divergence between the fortune’s big companies and smaller companies. What’s prompting these divergences to happen and what forces are at play? Erik Norland, CME Group Chief Economist explains.
- The commodities market is currently experiencing a surge, prompting the question of whether this is a temporary cycle or a more permanent structural shift. In a recent interview, Derek Sammann, Senior Managing Director and Global Head of Commodities Markets at CME Group,
00:00 - The current yield curve inversion has turned out to be the longest and deepest inversion in 50 years, lasting 18 months. Traders have some new tools to manage the uncertainty.
- The Bureau of Labor Statistics (BLS) has two monthly surveys that measure employment levels and trends. However, the December and January data highlight a divergence. Erik Norland, CME Group Chief Economist explains why data divergence is a theme to watch.
- Copper plays an important role in electrical grid infrastructure and AI data centers. Why copper demand could outpace supply by the end of the decade.
- Economic and geopolitical uncertainties are driving a shift in how investors manage risk. With more traders turning to futures to mitigate overnight risk, the role of continuous liquidity is more significant than ever.
- Trading volume in Methanol futures surged last year, reflecting growing demand in the shipping industry as more vessels adopt cleaner fuel alternatives. Why more market participants are turning to the futures market to manage risk. spr.ly/60142JaPQ spr.ly/60122JaPs
- With oil prices near multi-year lows and expectations for surplus oil supply, it could be a challenging year for OPEC. What other factors are traders monitoring?
- Over 90% of global goods are transported by sea. With 60% of these goods shipped in containers, disruptions in the container freight industry can have impacts across the supply chain. spr.ly/601328LHN spr.ly/601128LHF
- Hedge fund adoption of CME Group FX options has increased sharply this year. What's driving this growth?
