Will the rapid growth of private credit impair financial stability?
We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Sanctions have not been as powerful as expected.
Skepticism is warranted when inflation stories exclude bad news.
AI adoption will dent the fight against climate change.
Hong Kong's prospects are closely linked to the outlook for China.
The FOMC has enough factors to consider without adding politics to the mix.
The stronger U.S. dollar is benefiting America, but creating troubles in other geographies.
There are attractive investment opportunities in private credit against a backdrop of a U.S. economy that continues to outpace the eurozone and the U.K.
We saw a dovish slant to Powell’s remarks at yesterday’s press conference, with no rate hikes in sight.
For investors considering adding small-cap stocks to their equity portfolios, we suggest they do it selectively, steering clear of more speculative investments.
Having played sports my whole life, there is hardly an outdoor activity which I haven’t tried. I have been known to skip irksome social gatherings just to get out on to the fields.
Government economic intervention has persisted since the pandemic.
Financial stability is much improved since last year's stress.
Amid economic challenges, increased dispersion in high yield bonds suggests opportunities for selective investment choices versus broad sector-based strategies.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates in major markets.
Demand for copper is on the rise. Can its supply keep pace?
Debt distress is rising fast, but restructuring is becoming more complex.
Dr. Bernanke found significant shortcomings in the BoE's forecasting.
The Northern Trust Economics team shares its outlook for key APAC markets.
The Chinese yuan is softening in line with the nation's economic outlook.
We had expected the Federal Reserve to start cutting rates in June. But as more of our audiences asked why, we saw the case was not strong. This week’s inflation reading seals the deal: we now expect the easing cycle to start in September.
We’ve covered some of the issues related to America’s fiscal crisis in recent months.
Analysis of Q1 2024’s equity market reveals the stage is likely set for a favorable equities market for the remainder of 2024.
Water raises the risks of conflict, civil unrest and economic pain in many parts of the world.
Immigration is coming up everywhere, including economic data.
Daniel Kahneman will be missed. But his work on behavioral economics will forever be with us.
Evidence of overstretched households is emerging, which could threaten the soft landing scenario.
Negative interest rates have more cons than clear pros.
We need a much more conservative approach to projecting budget outcomes.
The negative rate experiment has ended. What comes next?
Cautious investment is holding back the outlook for European nations.
More charging stations and lower prices can break EV sales out of their slump.
The Northern Trust Economics team shares its outlook for major markets, with a spotlight on China.
Shelter costs are keeping inflation measures elevated.
Europe needs to boost defense spending while managing stretched fiscal positions.
Corporate taxes illustrate the complexity of global policy coordination.
Climate risks and regulations are on the rise.
Food prices are dragging down feelings about the economy.
The World Trade Organization is struggling to settle international tensions.
Japan's prolonged downturn has lessons for other nations at inflection points.
European nations still have a long energy transition ahead.
Consumers are less willing to spend freely.
The current housing shortage has been long in the making.
Immigration is a vital source of economic growth.
One of the pleasant surprises of 2023 was how quickly inflation decelerated in major economies. Most of the good news came from falling goods prices.
The challenges in banks' portfolios will work out over time.
When consumers fall behind, the credit card bill goes unpaid.
