Recalculating inflation and possible scenarios for equities, rates and gold

Recalculating inflation and possible scenarios for equities, rates and gold By Blu Putnam, Chief Economist, CME Group Are We Underestimating Real GDP Growth? Is labor productivity growth actually as slow as suggested by data? Tech advances making it more difficult to measure inflation rate Goods provide more value, services are delivered at lower costs If … Read More

Is Swedish krona ready to rebound as gold and silver retreat?

Is Swedish krona ready to rebound as gold and silver retreat? By Erik Norland, Senior Economist, CME Group When will Sweden’s sinking krona hit bottom? Swedish krona has tumbled against euro and US dollar Negative deposit rates have not improved Sweden’s economy Shrinking trade surplus could be a key factor behind krona’s decline Could a government … Read More

Will trade war slow third quarter earnings growth?

Will trade war slow third quarter earnings growth? By Blu Putnam, Chief Economist, CME Group Highlights Most companies likely to weather trade war impact on top-line revenues But disruptions to supply chains could raise costs, trim margins in 2020 Farmers might gain from a limited deal with China, but not most US companies Scrapping of … Read More

Research: Oil prices in question

Oil’s changing supply landscape, options skew strikes again By Erik Norland, Senior Economist, CME Group Oil’s changing supply landscape Oil prices, options volatility are down a month after Saudi attacks High inventories, slow global growth behind 14% rally fizzling out Permian Basin leading the charge in US oil production surge Watch video Oil options skew … Read More

The unintended consequences of quantitative easing

The unintended consequences of quantitative easing By Blu Putnam, Chief Economist, CME Group Highlights Liquidity is critical to efficient risk management using less capital Quantitative easing in Europe, Japan drained liquidity from bond markets Bid/ask spreads widened, diminishing risk management efficiency Europe, Japan’s QE led to sluggish growth, hurt financial sector Watch video