Parhaat Blu Putnam Podcastit (2024)

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?

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Oil: Are Options Signaling Long-Term Uncertainty? 12:06

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6y ago12:06

12:06

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.

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Brexit: Classic Case of an Approaching Major Event Risk 8:04

6y ago8:04

8:04

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.

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Trade War Fallout Reverberates Through Markets, Economy 7:58

6+ y ago7:58

7:58

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.

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Oil: As Price Tops $70, Will Shale Producers Ramp Up Output? 13:44

6+ y ago13:44

13:44

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?

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Fed's Challenges as its Steers Away From Emergency Policies 6:01

6+ y ago6:01

6:01

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.

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Li Keqiang Index: China's Alternative Growth Barometer 18:39

6+ y ago18:39

18:39

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.

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Phase Transitions and the Rise in Market Volatility 12:51

6+ y ago12:51

12:51

From growing U.S. budget deficits to potential trade wars and the end of quantitative easing, several "phase transitions" could fire up market volatility.

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global-trade-disputes-take-center-stage-in-2018 10:42

6+ y ago10:42

10:42

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.

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Bitcoin: Supply Growth, Mining Difficulty and Prospects in 2018 28:01

7y ago28:01

28:01

Bitcoin supply is likely to grow by less than 5% in 2018 as the cryptocurrency edges closer to its production cap and as mining difficulty rises sharply.

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Ag Hedging Costs Could Spike if La Niña Strikes 8:37

7y ago8:37

8:37

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.

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Quantitative Easing: The Way Out for Central Banks 9:50

7y ago9:50

9:50

How will central banks' unwinding of quantitative easing, starting with the Federal Reserve, impact financial markets in the U.S., Europe and Japan.

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Impact of Low Inflation Expectations on Wages 11:19

7y ago11:19

11:19

The lackluster growth in U.S. wages can be attributed, in part, to expectations of low inflation, which has remained subdued for more than two decades.

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Oil: U.S. Output and OPEC Production Cuts 5:48

7y ago5:48

5:48

The trajectory of oil prices will depend on whether U.S. inventories continue to fall, OPEC members adhere to output cuts, and if U.S. production rises.

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China: Does Yield Curve Portend a Recession? 7:56

7y ago7:56

7:56

Is China heading toward a recession? It's nascent yield curve is pointing to a possible major slowdown in the world's second-largest economy in mid-2018.

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The Differing Nature of Event Risk 11:21

7+ y ago11:21

11:21

The Brexit vote in Britain and the presidential election in the United States offer a glimpse into the differing nature of event risk that drives markets.

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Volatility is Lethargic Even as Uncertainty Abounds 12:22

7+ y ago12:22

12:22

Uncertainty and volatility are different risk management concepts. More uncertainty does not necessarily mean more volatile markets, as in the U.S.

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Could Fed Rate Hikes Trigger Flight to Quality? 17:35

7+ y ago17:35

17:35

As interest rates in the United States go higher over the next two years, will it trigger a flight to quality into bonds on both sides of the Atlantic Ocean?

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The Conundrum of Slow Growth and Tight Labor Market 18:13

7+ y ago18:13

18:13

The U.S. economy is a conundrum as it grows moderately at around 2% a year even as the unemployment rate has tumbled to the lowest in 16 years.

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Fed Sets Out To Shrink Balance Sheet by Half 10:25

7+ y ago10:25

10:25

The Federal Reserve's approach to reducing its massive balance sheet is to proceed very slowly so it does not disrupt markets, especially home mortgages.

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French Election: Outcome Could Impact Euro, EU 14:15

7+ y ago14:15

14:15

The French go to the polls on May 7 to elect a president, and the outcome could determine the future of the EU, impact the euro and affect Brexit talks.

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Managing Risks and Challenges in Picking Stocks 8:09

7+ y ago8:09

8:09

Among asset managers, many are benchmarked to major equity indexes. Here are four reasons why it can be difficult to consistently outperform these indexes.

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Gold: About to Break Out of Lull in Volatility? 15:34

7+ y ago15:34

15:34

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?

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Can Yield Curve Foretell a Coming Recession 19:04

7+ y ago19:04

19:04

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.

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What Will a Post-Yellen Fed Look Like in 2018? 8:47

7+ y ago8:47

8:47

Janet Yellen's tenure as Fed Chair comes to a close next year, providing the Trump administration the opportunity to leave its imprint on the central bank.

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Copper: Will Fed Rate Hikes Temper Rally? 16:27

7+ y ago16:27

16:27

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?

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Agriculture: El Niño, La Niña and Trade Policies 7:27

7+ y ago7:27

7:27

The weather outlook seems benign for crops like corn and soybeans in the Americas this year but shifts in U.S. trade policies could fuel market volatility.

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Will European Elections Strengthen Unity or Deepen Divide? 18:25

7+ y ago18:25

18:25

Elections in the Netherlands, France and Germany on the heels of the surprise 'Brexit' vote could either strengthen European unity or deepen the divide.

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Efficient U.S. shale producers a challenge for OPEC 7:55

7+ y ago7:55

7:55

Can OPEC's latest output cuts keep oil prices afloat? Cost-efficient shale producers in the United States will play a big role in the market's direction.

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Will Fed Change its Policy on Reinvestment? 10:56

8y ago10:56

10:56

With about a year left on the job, will the Fed's Janet Yellen keep with the tradition of handing over a clean slate by shrinking its mighty balance sheet?

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U.S. Tax Cuts and Spurring Economic Growth 17:24

8y ago17:24

17:24

Listen to CME Group Chief Economist Blu Putnam discuss the impact of U.S. tax cuts in stimulating growth in an economy well past the drag of a recess.

Kuuntelemisen arvoisia podcasteja

Blu Putnam podcastit

Kuuntelemisen arvoisia podcasteja

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Off the Charts!

Blu Putnam

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Copper's Supply-Side Story 5:30

1
Treasury Options Skews 8:37

1
Oil: Are Options Skews Reliable Price Indicators? 10:13

1
Oil: Are Options Signaling Long-Term Uncertainty? 12:06

1
Brexit: Classic Case of an Approaching Major Event Risk 8:04

1
Trade War Fallout Reverberates Through Markets, Economy 7:58

1
Oil: As Price Tops $70, Will Shale Producers Ramp Up Output? 13:44

1
Fed's Challenges as its Steers Away From Emergency Policies 6:01

1
Li Keqiang Index: China's Alternative Growth Barometer 18:39

1
Phase Transitions and the Rise in Market Volatility 12:51

1
global-trade-disputes-take-center-stage-in-2018 10:42

1
Bitcoin: Supply Growth, Mining Difficulty and Prospects in 2018 28:01

1
Ag Hedging Costs Could Spike if La Niña Strikes 8:37

1
Quantitative Easing: The Way Out for Central Banks 9:50

1
Impact of Low Inflation Expectations on Wages 11:19

1
Oil: U.S. Output and OPEC Production Cuts 5:48

1
China: Does Yield Curve Portend a Recession? 7:56

1
The Differing Nature of Event Risk 11:21

1
Volatility is Lethargic Even as Uncertainty Abounds 12:22

1
Could Fed Rate Hikes Trigger Flight to Quality? 17:35

1
The Conundrum of Slow Growth and Tight Labor Market 18:13

1
Fed Sets Out To Shrink Balance Sheet by Half 10:25

1
French Election: Outcome Could Impact Euro, EU 14:15

1
Managing Risks and Challenges in Picking Stocks 8:09

1
Gold: About to Break Out of Lull in Volatility? 15:34

1
Can Yield Curve Foretell a Coming Recession 19:04

1
What Will a Post-Yellen Fed Look Like in 2018? 8:47

1
Copper: Will Fed Rate Hikes Temper Rally? 16:27

1
Agriculture: El Niño, La Niña and Trade Policies 7:27

1
Will European Elections Strengthen Unity or Deepen Divide? 18:25

1
Efficient U.S. shale producers a challenge for OPEC 7:55

1
Will Fed Change its Policy on Reinvestment? 10:56

1
U.S. Tax Cuts and Spurring Economic Growth 17:24

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