The full story of SVB is still unfolding, but we offer some initial reactions.
Elevated job openings may not give an accurate view of labor market conditions.
If marked to market, assets purchased during quantitative easing are in the red.
Can India capitalize on supply chain realignment to build its manufacturing sector?
History shows a high risk of recession when central banks fight inflation.
A revised approach to Northern Ireland will lower trade tensions in Europe.
Artificial intelligence will reshape how a lot of work gets done.
A drawdown to fight energy inflation has left the SPR at a new low.
The war has been tremendously costly, in Ukraine and beyond.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
The U.S. needs to put in more effort at home to maintain its technological edge.
The auto industry is navigating through shifting conditions in trade, policy, and preferences.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Time out of school is still weighing on student performance.
Mexico is downstream of shifting trade winds.
Differing economic cycles and limited trade links will make the sur unfeasible.
Inflation has turned a corner, but not yet for food.
Markets are no longer shocked by central bank tightening.
Inflation is a mixed picture, with services staying hot.
Now is not the time to consider changing inflation targets.
America's subsidies for domestic EVs have created new tensions with Europe.
A fiscal disruption could do great damage to the U.S. economy.
The Northern Trust Economics team shares its outlook for growth, inflation, employment, and interest rates.
Many older workers who left the workforce during the pandemic may not return to the labor market.
Workers and managers are in a tug-of-war over return to office policies.
U.S. consumers did not slow their spending over the holidays.
A surprising shift in Japan's monetary policy.
The economics teams looks back at the most significant stories we covered during 2022.
The Northern Trust Economics team shares its outlook for inflation, growth, employment and interest rates.
Central banks are incurring losses.
The recent escalation in interest rates is squeezing household budgets.
Disabled workers are helping close the labor gap thanks to remote work.
Europe needs higher investments, which will only be possible with an overhaul of its fiscal rules.
Inflation has spread to our holiday celebrations.
China is still far from open for business as usual.
A split government will limit aggressive agendas and progress on important longer-term issues.
The Fed will keep hiking, but at a slower pace.
The Fed needs to carefully mop up excess liquidity to avoid funding stress.
Governments will have to resist the temptation to address stagflation with stimulus.
Internal priorities and external circumstances have brought China's growth to an inflection point.
After a strong rebound from the pandemic in 2021, it’s been all downhill for the global economy this year. Economic activity is being hindered as policymakers cope with the hottest inflation in decades, impairments from the Ukraine war, and China’s prolonged lockdowns. Recession fears are starting to come true.
Renewed increases in energy prices come at a bad time in the battle against inflation.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates.
Hurricane Ian has laid bare the challenges facing Florida’s insurance industry.
Evidence of a cooling labor market is emerging.
A path remains in sight for the U.S. to avoid a recession.
