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芝商所首席经济分析师Blu Putnam 和高级经济分析师 Erik Norland的Off The Charts! 播客节目探讨美国乃至全球相关的经济事件，深入分析复杂的主题并整理各事件的框架，帮助听众更好地理解金融和商品市场。

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- - - The Gold-Equities Nexus
  - - The Gold-Equities Nexus
    - By Erik Norland
      
      July 16, 2021
    - How might an interest rate hike impact the price of gold relative to equities? We trace their tumultuous relationship through nearly 100 years of data.
- - - Copper: A Look at Implied Volatility
  - - Copper: A Look at Implied Volatility
    - By Erik Norland
      
      June 30, 2021
    - Implied volatility in copper has remained elevated despite prices recovering from their lows amid a surge in demand during the pandemic.
- - - Copper's Supply-Side Story
  - - Copper's Supply-Side Story
    - By Erik Norland
      
      June 16, 2021
    - Copper output has been stagnating or declining since 2015, with the pandemic causing mine closures in top producer Chile.
- - - Copper's Demand Dynamics
  - - Copper's Demand Dynamics
    - By Erik Norland
      
      May 27, 2021
    - China's economic rebound from the pandemic provides pivotal support for copper.
- - - Treasury Options Skews
  - - Treasury Options Skews
    - By Erik Norland
      
      May 30, 2019
    - Do options skews in Treasuries provide any guidance on market trend? We look into whether extreme downside skews signal a buying opportunity.
- - - Oil: Are Options Skews Reliable Price Indicators?
  - - Oil: Are Options Skews Reliable Price Indicators?
    - By Erik Norland
      
      May 21, 2019
    - Investors in the oil market seem to be more concerned over a market slump than a rally, as reflected in out-of-the-money options skews. Were they right?
- - - Oil: Are Options Signaling Long-Term Uncertainty?
  - - Oil: Are Options Signaling Long-Term Uncertainty?
    - By Erik Norland
      
      February 05, 2019
    - Oil prices have bounced off their recent lows but the implied volatility in options is indicating uncertainty in the market's direction over the long term.
- - - Brexit: Classic Case of an Approaching Major Event Risk
  - - Brexit: Classic Case of an Approaching Major Event Risk
    - By Blu Putnam
      
      October 01, 2018
    - Outcome of talks for UK's exit from the European Union under Brexit presents a classic case of event risk that could reach a climax in November.
- - - Trade War Fallout Reverberates Through Markets, Economy
  - - Trade War Fallout Reverberates Through Markets, Economy
    - By Blu Putnam
      
      July 12, 2018
    - Large-cap U.S. stocks are much more vulnerable to the fallout from the trade war between the U.S. and China because of their complex global supply chains.
- - - Oil: As Price Tops $70, Will Shale Producers Ramp Up Output?
  - - Oil: As Price Tops $70, Will Shale Producers Ramp Up Output?
    - By Blu Putnam
      
      May 07, 2018
    - As crude oil prices top $70 per barrel amid escalating Mideast geopolitical risk premium, will shale producers ramp up output as they lock in prices?
- - - Fed's Challenges as its Steers Away From Emergency Policies
  - - Fed's Challenges as its Steers Away From Emergency Policies
    - By Blu Putnam
      
      May 03, 2018
    - The Fed faces several key challenges as it charts a new monetary course in the aftermath of the emergency policies put in place during the Bernanke era.
- - - Li Keqiang Index: China's Alternative Growth Barometer
  - - Li Keqiang Index: China's Alternative Growth Barometer
    - By Erik Norland
      
      April 12, 2018
    - An index named for China's prime minister seems to provide better insight into its growth than official GDP. What's in store for the world's No. 2 economy.
- - - Phase Transitions and the Rise in Market Volatility
  - - Phase Transitions and the Rise in Market Volatility
    - By Blu Putnam
      
      April 02, 2018
    - From growing U.S. budget deficits to potential trade wars and the end of quantitative easing, several "phase transitions" could fire up market volatility.
- - - Global Trade Disputes Take Center Stage in 2018
  - - Global Trade Disputes Take Center Stage in 2018
    - By Blu Putnam
      
      March 19, 2018
    - From U.S. import tariffs on steel and aluminum to the uncertain future of NAFTA and tough Brexit negotiations, trade issues are taking center stage in 2018.
- - - Ag Hedging Costs Could Spike if La Niña Strikes
  - - Ag Hedging Costs Could Spike if La Niña Strikes
    - By Erik Norland
      
      November 07, 2017
    - Grain markets are not overly concerned of a La Niña, with options implied volatility near lows, but hedging costs could spike quickly if the weather bites.
- - - Quantitative Easing: The Way Out for Central Banks
  - - Quantitative Easing: The Way Out for Central Banks
    - By Blu Putnam
      
      September 19, 2017
    - How will central banks' unwinding of quantitative easing, starting with the Federal Reserve, impact financial markets in the U.S., Europe and Japan.
- - - Gold: About to Break Out of Lull in Volatility?
  - - Gold: About to Break Out of Lull in Volatility?
    - By Erik Norland
      
      April 04, 2017
    - The lack of volatility in gold has seen options prices slump, but is the market about to change course as Congress weighs in on major Trump initiatives?
- - - Can Yield Curve Foretell a Coming Recession?
  - - Can Yield Curve Foretell a Coming Recession?
    - By Blu Putnam
      
      March 29, 2017
    - The bond yield curve in relation to short-term rates is often a reliable indicator of a recession, and at the moment it is flashing the all-clear sign.
- - - Copper: Will Fed Rate Hikes Temper Rally?
  - - Copper: Will Fed Rate Hikes Temper Rally?
    - By Erik Norland
      
      March 14, 2017
    - Copper's blistering rally coincides with the Fed gearing up for multiple rate hikes in 2017. Will higher borrowing costs impact the red metal's performance?
- - - Will European Elections Strengthen Unity or Deepen Divide?
  - - Will European Elections Strengthen Unity or Deepen Divide?
    - By Erik Norland
      
      February 21, 2017
    - Elections in the Netherlands, France and Germany on the heels of the surprise 'Brexit' vote could either strengthen European unity or deepen the divide.