Off The Charts! Podcast
Subscribe on iTunesCME Group Chief Economist Blu Putnam and Senior Economist Erik Norland's Off The Charts! podcast examines the pertinent economic issues of the day in the United States and across the globe to provide a deeper dive into complex topics and frames the issues in a way that can lead to a better understanding of financial and commodities markets.
Economic Research Reports
Our Economic Research team is proud to offer easily-digestible reports and podcasts on market events that matter to you. Through our email subscription, you can receive the latest reports from CME Group as they are published.
Sign up to get our email updates by clicking the button below.
Latest Podcasts
View All PodcastsThe views in this program reflect solely those of the host and other speakers and not necessarily those of its sponsors. The statements made in this program are for informational and educational purposes only and should not be considered investment advice or a solicitation of the sale or purchase of any futures, options or swaps contracts.
-
-
-
-
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
-
- 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
-
- 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
-
- By Erik Norland
- May 27, 2021
- China's economic rebound from the pandemic provides pivotal support for copper.
-
-
-
-
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?
-
- 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?
-
- 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
-
- 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
-
- 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?
-
- 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
-
- 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
-
- 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
-
- 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
-
- 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
-
- 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
-
- 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?
-
- 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?
-
- 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?
-
- 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?
-
- 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.
-
-
© 2024 CME Group Inc. All rights reserved.