Off the Charts!
By Blu Putnam
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CME Group Chief Economist Blu Putnam's series Off The Charts! examines the pertinent economic issues of the day in the United States and across the globe. The podcast series provides a deeper dive into complex topics and frames the issues in a way that can lead to a better understanding of the financial and commodities markets.
||CleanTrade War Fallout Reverberates Through Markets, Economy||Large-cap U.S. stocks are much more vulnerable to the fallout from the trade war between the U.S. and China because of their complex global supply chains.||7/12/2018||Free||View in iTunes|
||CleanOil: As Price Tops $70, Will Shale Producers Ramp Up Output?||As crude oil prices top $70 per barrel amid escalating Mideast geopolitical risk premium, will shale producers ramp up output as they lock in prices?||5/7/2018||Free||View in iTunes|
||CleanFed's Challenges as its Steers Away From Emergency Policies||The Fed faces several key challenges as it charts a new monetary course in the aftermath of the emergency policies put in place during the Bernanke era.||5/3/2018||Free||View in iTunes|
||CleanLi Keqiang Index: China's Alternative Growth Barometer||An index named for China's prime minister seems to provide better insight into its growth than official GDP. What's in store for the world's No. 2 economy.||4/9/2018||Free||View in iTunes|
||CleanPhase Transitions and the Rise in Market Volatility||From growing U.S. budget deficits to potential trade wars and the end of quantitative easing, several "phase transitions" could fire up market volatility.||4/2/2018||Free||View in iTunes|
||Cleanglobal-trade-disputes-take-center-stage-in-2018||From U.S. import tariffs on steel and aluminum to the uncertain future of NAFTA and tough Brexit negotiations, trade issues are taking center stage in 2018.||3/16/2018||Free||View in iTunes|
||CleanBitcoin: Supply Growth, Mining Difficulty and Prospects in 2018||Bitcoin supply is likely to grow by less than 5% in 2018 as the cryptocurrency edges closer to its production cap and as mining difficulty rises sharply.||1/3/2018||Free||View in iTunes|
||CleanAg Hedging Costs Could Spike if La Niña Strikes||Grain markets are not overly concerned of a La Niña, with options implied volatility near lows, but hedging costs could spike quickly if the weather bites.||11/7/2017||Free||View in iTunes|
||CleanQuantitative Easing: The Way Out for Central Banks||How will central banks' unwinding of quantitative easing, starting with the Federal Reserve, impact financial markets in the U.S., Europe and Japan.||9/19/2017||Free||View in iTunes|
||CleanImpact of Low Inflation Expectations on Wages||The lackluster growth in U.S. wages can be attributed, in part, to expectations of low inflation, which has remained subdued for more than two decades.||9/5/2017||Free||View in iTunes|
||CleanOil: U.S. Output and OPEC Production Cuts||The trajectory of oil prices will depend on whether U.S. inventories continue to fall, OPEC members adhere to output cuts, and if U.S. production rises.||8/22/2017||Free||View in iTunes|
||CleanChina: Does Yield Curve Portend a Recession?||Is China heading toward a recession? It's nascent yield curve is pointing to a possible major slowdown in the world's second-largest economy in mid-2018.||8/10/2017||Free||View in iTunes|
||CleanThe Differing Nature of Event Risk||The Brexit vote in Britain and the presidential election in the United States offer a glimpse into the differing nature of event risk that drives markets.||8/2/2017||Free||View in iTunes|
||CleanVolatility is Lethargic Even as Uncertainty Abounds||Uncertainty and volatility are different risk management concepts. More uncertainty does not necessarily mean more volatile markets, as in the U.S.||7/18/2017||Free||View in iTunes|
||CleanCould Fed Rate Hikes Trigger Flight to Quality?||As interest rates in the United States go higher over the next two years, will it trigger a flight to quality into bonds on both sides of the Atlantic Ocean?||7/13/2017||Free||View in iTunes|
||CleanThe Conundrum of Slow Growth and Tight Labor Market||The U.S. economy is a conundrum as it grows moderately at around 2% a year even as the unemployment rate has tumbled to the lowest in 16 years.||6/28/2017||Free||View in iTunes|
||CleanFed Sets Out To Shrink Balance Sheet by Half||The Federal Reserve's approach to reducing its massive balance sheet is to proceed very slowly so it does not disrupt markets, especially home mortgages.||6/20/2017||Free||View in iTunes|
||CleanFrench Election: Outcome Could Impact Euro, EU||The French go to the polls on May 7 to elect a president, and the outcome could determine the future of the EU, impact the euro and affect Brexit talks.||5/1/2017||Free||View in iTunes|
||CleanManaging Risks and Challenges in Picking Stocks||Among asset managers, many are benchmarked to major equity indexes. Here are four reasons why it can be difficult to consistently outperform these indexes.||4/10/2017||Free||View in iTunes|
||CleanGold: About to Break Out of Lull in Volatility?||The lack of volatility in gold has seen options prices slump, but is the market about to change course as Congress weighs in on major Trump initiatives?||4/4/2017||Free||View in iTunes|
||CleanCan Yield Curve Foretell a Coming Recession||The bond yield curve in relation to short-term rates is often a reliable indicator of a recession, and at the moment it is flashing the all-clear sign.||3/29/2017||Free||View in iTunes|
||CleanWhat Will a Post-Yellen Fed Look Like in 2018?||Janet Yellen's tenure as Fed Chair comes to a close next year, providing the Trump administration the opportunity to leave its imprint on the central bank.||3/20/2017||Free||View in iTunes|
||CleanCopper: Will Fed Rate Hikes Temper Rally?||Copper's blistering rally coincides with the Fed gearing up for multiple rate hikes in 2017. Will higher borrowing costs impact the red metal's performance?||3/13/2017||Free||View in iTunes|
||CleanAgriculture: El Niño, La Niña and Trade Policies||The weather outlook seems benign for crops like corn and soybeans in the Americas this year but shifts in U.S. trade policies could fuel market volatility.||3/3/2017||Free||View in iTunes|
||CleanWill European Elections Strengthen Unity or Deepen Divide?||Elections in the Netherlands, France and Germany on the heels of the surprise 'Brexit' vote could either strengthen European unity or deepen the divide.||2/17/2017||Free||View in iTunes|
||CleanEfficient U.S. shale producers a challenge for OPEC||Can OPEC's latest output cuts keep oil prices afloat? Cost-efficient shale producers in the United States will play a big role in the market's direction.||2/13/2017||Free||View in iTunes|
||CleanWill Fed Change its Policy on Reinvestment?||With about a year left on the job, will the Fed's Janet Yellen keep with the tradition of handing over a clean slate by shrinking its mighty balance sheet?||1/31/2017||Free||View in iTunes|
||CleanU.S. Tax Cuts and Spurring Economic Growth||Listen to CME Group Chief Economist Blu Putnam discuss the impact of U.S. tax cuts in stimulating growth in an economy well past the drag of a recess.||1/20/2017||Free||View in iTunes|
Very informative and well delivered.