Metals’ tug of war and changing expectations for dividends Jul 10, 2020 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 up post-pandemic. Effects of pandemic on industrial metals could reverberate for years. Read article Dividends: How Investor Expectations Have Changed With Equity Prices Dividend expectations for 2020-2022 rebound 40-50% from April lows. Investors less optimistic over dividend payments 2028 to 2030. Divergence in expectations could be due to Fed’s growing balance sheet. Could the Fed shrink balance sheet and raise short-term rates later this decade? Read article SEE MORE ANNOUNCEMENTS
