ANNOUNCEMENTS

View in your browser The post-pandemic landscape and three stages of recovery By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Policy Analysis Through the Lens of Phase Transitions Three phases in getting economy back on an even keel. Supply-chain disruptions, worker layoffs mark first phase. Economy then gets back to work … Read More

Phase transitions and pandemic consumer behavior By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group How the Pandemic Could Reshape Consumer and Business Behavior Businesses might diversify crucial supply-line networks post-pandemic. Individual savings rate might rise, companies could retain more cash. Online shopping, home deliveries could rise over in-store business. Business travel … Read More

View in your browser Market Swings and Evolving Storylines By Blu Putnam, Chief Economist, CME Group Highlights Market narratives change constantly amid stream of news and noise. US equities began falling after virus storyline shifted away from China. Equities fell further as the narrative changed again to focus on Fed’s toolkit. The Saudi-Russia discord over … Read More

View in your browser Oil’s Supply-Demand Shock By Erik Norland, Senior Economist, CME Group Highlights Oil prices tumbled in 1985-86 and again in 2014-2016. Abrupt increase in oil output precipitated the declines. Current selloff triggered by both supply and demand shocks. Global oil demand has fallen due to spread of coronavirus. Watch video Connect with … Read More

Metals take weak growth in stride and dividend payouts look meager By Erik Norland, Senior Economist, CME Group Dividend Payouts Look Meager in 2020s Dividend futures can reflect investor sentiment on economy. Futures pointing to a mere 8% growth in payouts in 2020s. The payout contrasts with growth projected at 50% in 2018. Growth flatlines … Read More