The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates, and inflation.
Volatile input prices have been a major inflationary force.
Sunsetting a core benchmark rate is no small feat.
A perennial challenge faced by all big or small, developed or developing economies is achieving sustainable economic growth that boosts standards of living and financial stability. Globalization has been the road that brought economies to that destination.
In many respects, COVID-19 was not a temporary disruption.
Inflation is one way the U.K. is paying for leaving Europe.
A debt ceiling deal is within sight.
Transit has not made a complete recovery from the pandemic.
The Northern Trust Economics team shares its outlook for major markets in the months ahead.
Hong Kong’s currency and financial stability are not under immediate threat.
Both domestic and external forces may limit China's growth prospects.
The worst may be over for residential investment.
Macroeconomic and geopolitical hurdles are slowing the full recovery of tourism.
What follows a technical default? We hope we will not need to find out.
A wage-price spiral isn't imminent in Europe, but inflation may take a while to descend.
The Fed's tools for managing interest rates are adding to deposit competition.
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.
We favor high yield bonds and natural resource stocks as inflation still shows persistence, earnings expectations deteriorate and worries mount over a stalling U.S. economy.
The latest IMF reports shows the mounting risks facing emerging markets.
The disruption in office real estate is outlasting the term on its loans.
How will tighter lending standards become evident in the economy?
Financial volatility continues to moderate amid settling in the banking sector. Economic data in much of the world has remained positive. But a slowdown is in store. Businesses and households will have a harder time borrowing as credit conditions tighten further. Financial risks have risen.
Housing stress may spread to other sectors.
Technology enhancements have increased the speed of panic.
The dollar's strengths still outweigh its weaknesses.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
The case for a central bank digital currency has many shortcomings.
Money market funds are attracting deposits for more reasons than just SVB.
The risk of Japanese inflation getting out of control is not high.
If I did not have bad luck, I would have no luck at all.
The Northern Trust Economics team shares its outlook for growth, inflation, employment, and interest rates.
The demise of a major bank illustrates the global tensions in the financial sector.
The fallout from SVB will make the Fed's job more difficult.
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.
