Author: esanchez

Will Coronavirus Impact Fed Policy? By Blu Putnam, Chief Economist, CME Group Highlights Spread of coronavirus could disrupt retailers, manufacturers, and tech firms. As ships are stranded at China’s ports, shipping industry could also be impacted. Will Fed cut rates at March, April FOMC meetings if global growth slows? China likely to support state-owned and … Read More

Challenges to Growth and Mexico’s Defiant Peso By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Demographic Challenges to Growth Changing demographics pose serious challenge to US, China growth. Labor force growth in US, China set to slow or even shrink by 2030. Retirees will be 21% of US population by 2030, up … Read More

Dividend Futures Imply Slow Growth in 2020s By Erik Norland, Senior Economist, CME Group Highlights Futures project an average of 1.7% growth in dividends per year in 2020s. Dividends to grow 5.6% in 2020 and 2.6% in 2021 before flatlining. Expectations for slow growth the likely cause for low dividends. Corporate earnings growth is steadily … Read More

Will higher growth, inflation alter rates and can Fed fix a slowdown? By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Will Job Growth, Low Inflation Change Rates? US labor market remains healthy, unemployment at multi-year low. Short-term rates anchored by fed funds target range at 1.5% to 1.75%. Inflation remains subdued, … Read More

Henry Hub on rise, US energy independence in focus By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Natural Gas: The Bust Within the Boom Surge in US exports since 2017 narrows price gaps with Europe, Asia Henry Hub gaining traction as global benchmark for natural gas prices Natural gas storage levels … Read More