EXCHANGE CORNER

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

Risks remain even as oil rebounds and will low debt lift Columbia? By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Risks Remain Even As Oil Rebounds from Lows US shale producers slowed drilling of new wells as prices fell. Supply-demand may not be as well balanced as market indicates. Will Saudi-Russia … Read More

Brazil: Can Low Interest Rates Stimulate Growth? By Erik Norland, Senior Economist & Paula Attie, Director of Int’l Market Development, CME Group Highlights Brazil is in another recession after weathering 2014-2017 downturn. Pension reform could help shrink deficits, but political challenges remain. Low interest rates steepen yield curve, a positive sign for growth. Could Brazil’s … Read More

Russell 2000 bounces back and Russia’s rate cuts By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Hard-Hit Russell 2000 Bounces Back Small-cap Russell 2000 fell the hardest among equity indices. Indices hit bottom on March 23 after fiscal, monetary policy proposals. US-focused Russell 2000 has rebounded better than large-cap indices. Could … Read More

Data anomalies and volatility recedes but still high in some markets By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group Data Anomalies Loss of millions of jobs distorts index of hourly wages. Index jumped to 8% inflation rate from 3% earlier in 2020. Savings rate soared from 8% to 33% during pandemic … Read More