Economist Perspective: FX Leadership
Can the U.S. dollar maintain its leadership among global currencies? The U.S. dollar’s mantle as leader of global currencies could be tested by the decelerating economy, trade war and uncertainty over the Fed’s monetary policy. Blu Putnam, Chief Economist at CME Group explains.
Economist Perspective: Debt Ceiling Back in Play
U.S. debt ceiling and a potential government shutdown could be back in play later this year. Blu Putnam, CME Group Chief Economist explains while the probability of the twin threat is low, such an occurrence could potentially hit equities in Q3.
Economist Perspective: Can the Fed Stoke Inflation?
Inflation Beyond Fed Control? Inflation has remained largely out of the Fed's sphere of influence for more than two decades. Can setting a higher inflation target rate change that? Blu Putnam, CME Group Chief Economist discusses.
Economist Perspective: Equities Bull Market Turns 10
Could a resolution of the trade war and the Fed’s pause on interest rate hikes give the stock market a second wind? Equities marked an important chapter this month with the decade-long bull market. The big question now is if the unintended consequences of monetary and trade policies could derail the stock market? Blu Putnam, Chief Economist at CME Group discusses.
Economist Perspective: Brexit Do-Over?
As the Brexit deadline looms, the British Pound is caught in the middle. Blu Putnam, Chief Economist at CME Group discusses two scenarios ahead of the Brexit deadline and what each means for the British Pound.
Economist Perspective: Trade Deals and Political Realities
Optimism grows over U.S.-China trade deal. But will a deal get Congressional approval? Blu Putnam, Chief Economist at CME Group discusses if a potential U.S.-China trade deal can get approval from the House of Representatives?
Economist Perspective - Demographic Challenges To Growth
Demographics Pose Challenge to U.S., China Growth in 2020s. Blu Putnam, Chief Economist at CME Group explains why changing demographic trends in the 2020s may create growth challenges for the U.S. and China.
Economist Perspective – Fed’s Shrinking Balance Sheet
The Fed’s plan to reduce its balance sheet is happening much sooner than planned. Blu Putnam, CME Group Chief Economist, discusses factors that may constrain the Fed’s move.
Economist Perspective: Tug of War
Bears and bulls are in a tug-of-war in the U.S. bond market. Any good news or positive surprises in the trade war have the ability to lift equities and possibly hit bonds. Blu Putnam, CME Group Chief Economist, explains why it’s a tug-of-war between bears and bulls in the bond market.
Economist Perspective: Stalemate Raises Risks
Underlying effects of U.S. government shutdowns. U.S. lawmakers reached a tentative deal ahead of Friday’s deadline, but will it stick? Blu Putnam, CME Group Chief Economist discusses four factors that might make the economy in 2019 less robust than in 2018.
Economist Perspective: Fed Pauses, Markets Rally
Did the Fed pause rate hikes in time? After nine rate hikes the Fed has shelved it’s plans for a string of rate increases in 2019. Blu Putnam, CME Group Chief Economist says the equities selloff late last year likely influenced the Fed to change course on rate hikes. But did the central bank’s decision come in time to avoid economic shortfalls?
Economist Perspective: Equity Event Risk Coming?
Equities are facing three major event risks through March, that could result in price gaps. Blu Putnam, CME Group Chief Economist explains why the outcome of these events are more difficult to manage compared to shifts in volatility.