CME Group ($CME) podcast mentions

Per Ticker.id: 3 CME Group ($CME) mentions across 3 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-09.

1. The large banks had a sharp run-up from June 30th till July 15th. From that peak, they are down over 20% today. Goldman, for example, which had been a strong performer, is flat on the year. At the same time, when bank investors are running scared, they seek safety in quote-unquote recession-proof financials like the exchanges. And that is why this quarter NASDAQ, CME, and ICE were all up 17% to 24%. Now, I'd also point out that lowly PayPal— poor PayPal— was up 22% in the third quarter. The company received an unsolicited bid at $60. Insanely, management rejected the offer as too low. I am bewildered by this decision. The payment space has become notoriously difficult. PayPal competes against giants like Apple Pay and Google Pay. Its franchise value has been obliterated. Management should have sold.

   Steve Eisman · The Real Eisman Playbook · Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · 2026-10-09

2. Yeah, I think in terms of, you know, today's jobs report, like you mentioned, we saw yields come down on it because it was weaker than expected. And as we mentioned yesterday, Rena, yields have been soaring over the past few months, and I think maybe investors maybe are taking a second look at that. Over the past couple days. Maybe the trade got overextended partially because of the jobs data, but maybe it's just an overextended trade. So you're seeing money flow back into US Treasuries and that's pushing down yields and that's helping US risk assets right now. It kind of gives the Fed a little bit of leeway to maybe not hike rates in a couple of weeks when they meet again. Odds on a hike according to the CME FedWatch have come down sharply this week, which has been a little bit of a surprise to me and some investors just given the magnitude and the speed of it. So I think right now things look pretty good for risk assets.

   Chris Siatia · Wall Street Breakfast · Jobs report - bad news is good news · 2026-10-02

3. And we were, as of last night, sort of looking at maybe, you know, what I'm looking at. You were looking at Kalshi. I'm looking at the CME federal funds futures. And it says the chance that they keep rates where they are has gone from being about 50/50 to being maybe 60/40, 60, they keep more, they are maybe even, you know, 2 to 1. So that's an awfully large move in federal— in betting on the Fed for a single indicator on a single day.

   Speaker A · Prof G Markets · The FTC Is Investigating OpenAI — Here’s Why · 2026-10-01