Evidence of China's slowdown is appearing in unexpected places.
The Northern Trust Economics team shares its outlook for major markets in the months ahead.
The FOMC will make some close calls and tough decisions.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Higher yields on cash have allowed some de-risking.
Credit balances are not the only consumer indicator running high.
Volatile rates are adding to the cost of residential debt.
Better productivity is easing employers' burden of higher wages.
Young workers are struggling to find jobs, despite labor shortages.
Public and private projects are fueling a new building boom.
The common currency has not led to common outcomes.
How will we tell if the mythical soft landing is happening?
El Niño will test the resilience of both infrastructure and food supply chains.
An upturn in residential activity may be the next inflation challenge.
There is renewed anxiety among central bankers in the face of sticky inflation.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates, and inflation.
Sunsetting a core benchmark rate is no small feat.
In many respects, COVID-19 was not a temporary disruption.
The worst may be over for residential investment.
What follows a technical default? We hope we will not need to find out.
The 2011 U.S. reality television show Doomsday Preppers showed an uncommon side of life, spotlighting families that prepared to survive extreme, potentially fatal scenarios. Their plans included accumulating a surplus of food, fuel, and other essentials, all of which came at a cost.
The Fed is likely to lay the groundwork for a pause, and push back against an early pivot.
The disruption in office real estate is outlasting the term on its loans.
The dollar's strengths still outweigh its weaknesses.
Money market funds are attracting deposits for more reasons than just SVB.
The fallout from SVB will make the Fed's job more difficult.
History shows a high risk of recession when central banks fight inflation.
A drawdown to fight energy inflation has left the SPR at a new low.
Inflation has turned a corner, but not yet for food.
Now is not the time to consider changing inflation targets.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
America's subsidies for domestic EVs have created new tensions with Europe.
Workers and managers are in a tug-of-war over return to office policies.
Central banks are incurring losses.
Disabled workers are helping close the labor gap thanks to remote work.
The Fed will keep hiking, but at a slower pace.
The Fed needs to carefully mop up excess liquidity to avoid funding stress.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates.
Evidence of a cooling labor market is emerging.
Populations are aging, and the economic consequences will be substantial.
Writing off a portion of student debt does not fix the core challenges of paying for higher education.
Labor force participation is the greatest shortfall in an otherwise thriving labor market.
Office spaces still have a role in the future of work.
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates.
Reducing the money supply will help to curtail inflation.
