Dividends: Short-Term Optimism, Long-Term Concern

View in your browser Dividends: Short-Term Optimism, Long-Term Concern By Blu Putnam, Chief Economist, CME Group Highlights Fed asset purchases support equities, reduce long-term bond yields. Short-term dividend expectations have rebounded with equities. Long-term expectations have flatlined amid economic uncertainty. Can economy make a V-shaped recovery like the equity market? Watch video

Metals’ tug of war and changing expectations for dividends

Metals’ tug of war and changing expectations for dividends By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Metals: Caught in a Supply-Demand Tug of War Prices of most industrial metals have withstood shrinking growth. Spread of the coronavirus led to mine closures, reduced demand. Construction sector, China key to demand picking … Read More

Chile’s road to recovery and equities’ tumultuous six months

Chile’s road to recovery and equities’ tumultuous six months By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Chile: On The Road to Recovery in 2021? Chile has cut short-term rates to 0.5%, lowest since 2008 crisis. Rate cuts follow plunge in car sales, weak economic activity. Chile’s debt totals 190% of … Read More

Research: State of the labor market

Jobless Claims and the State of the US Labor Market By Erik Norland, Senior Economist, CME Group Highlights The May report went against expectations, showing a net gain in hiring. The continuous claims data better reflected May non-farm payrolls. Data shows labor market remains unsettled and fluid. Will Congress extend expanded unemployment benefits beyond July? … Read More

Supply chain diversification and Colombia’s low-debt path to growth

Supply chain diversification and Colombia’s low-debt path to growth By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Global Diversification of Supply Chains Globalization faces headwinds from pandemic, trade war. Global diversification of supply chains is taking hold. Will restructuring of supply chains lead to higher costs? Supply chains will evolve dynamically, … Read More