ANNOUNCEMENTS

View in your browser Dividends Signal Risks to Equities; Elevated Uncertainty in Copper By Erik Norland, Senior Economist CME Group Dividends Point to Risks in Equities Fed begins quantitative tightening, ending its massive asset purchases Investor expectations for dividends to remain stable from 2022 to 2032 By comparison, the S&P 500 has fallen from a high … Read More

View in your browser Dividend Growth Set to Slip; Realigning Supply Chains By Blu Putnam, Chief Economist Erik Norland, Senior Economist CME Group Dividend Growth Set to Slip in 2023 Investors expect growth in dividend payouts to slip in 2023 Higher wages, input costs, and interest rates weaken sentiment in dividends Expectations for lower dividends among … Read More

View in your browser Challenges of Relocating Supply Chains; Fed’s Inflation Battle By Erik Norland, Senior Economist K.T. Arasu, Director, Economic Research CME Group Reshoring Supply Chains Collides with Logistics Diversifying supply chains face challenges from pandemic, tariffs, and the Ukraine war Input supply and output delivery are key considerations in relocating manufacturing centers U.S. … Read More

China and the World Economy; Debt, Deficits and Long-Term Rates By Erik Norland, Senior Economist K.T. Arasu, Director, Economic Research CME Group Could Slowing China Impact Global Growth? China’s economy has slowed, could be a drag on global growth Chinese yuan has weakened against dollar amid growth concerns Yuan’s strength is dependent on China’s pace … Read More

Rising Risk of Stagflation; Inflation-Jobs Trade-Off By Blu Putnam, Chief Economist Erik Norland, Senior Economist CME Group Rising Risk of Stagflation Growth can be impaired if consumer spending exceeds rate of inflation Withdrawal of fiscal, monetary stimulus could slow economic growth Rising wages and producer prices could cut into corporate profit growth Can the Fed … Read More