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.
Though risks are rising, strong hiring and purchase activity suggest that the economy can keep growing.
The risk of an imminent recession is low, but next year is anyone's guess.
Fuel prices keep consumers focused on inflation.
What are the consequences of taking Russia's international payments offline?
Consumer spending and borrowing have rebounded, and delinquencies have not.
The economics teams reflects on six themes that defined an extraordinary year.
High inflation and strong economic data may make the Fed hurry to conclude asset purchases.
The Northern Trust Economics team shares its outlook for the U.S. economy.
What is in the new infrastructure bill, and what's next for Congress?
The outlook for the fourth quarter and beyond is positive, but the recovery remains uneven. The Northern Trust Economics team shares its outlook for key markets in the month ahead.
The Delta variant’s impact on supply chains and domestic spending slowed economic activity in the third quarter. Consumer confidence dipped noticeably, and businesses’ outlook dimmed somewhat. Rising inflation, the product of goods and labor shortages, has been a concern.
Are inflation forecasts reliable enough to shape policy?
The stage looks set for a taper without any tantrums.
The Delta variant and supply constraints are the biggest worries for the global outlook.
The U.S. Congress faces major financial deadlines in the month ahead.
Household savings and central bank policies have reduced the need for credit.
Governments are finding their place in supporting development.
Delta has the potential to alter the path of recovery; central banks are rising to face heavy challenges; and U.S. states have survived a major stress event.
From base effects to bottlenecks, wages to pricing power, inflation questions abound.
Labor markets are changing course. When will the Fed do the same? India's second wave will disrupt activity elsewhere.
National corporate tax policies need global coordination; U.S. unemployment rates don't tell the full story.
Over the past month, the expectations of growth in the year ahead have surged, with fixed income markets repricing and investors shifting allocations in anticipation of growth.
Weighing the costs of global vaccine access, minimum wage and the energy rally.
A strong economic rebound is expected towards the middle of the year, followed by a return to more normal growth in 2022.
Are proposed fiscal policies and student debt forgiveness too much of a good thing?
Any surge in inflation will likely not last for long, but Italy's economic troubles and the shift in rental markets may endure.