Last week, we explored the old economic rules that falsely predicted an imminent recession. Losing those guideposts has complicated our efforts to craft an outlook.
Powell will hint at normalizing monetary policy, but at a measured pace.
The tea trade has lessons for today’s global commerce.
Previously reliable recession signals have not worked in this cycle.
The Bank of Japan needs to proceed cautiously.
Slower employment cements the case for the Fed to start a series of rate cuts.
North American trade is booming, but gains have been uneven.
The strong currency is neither a blessing nor a curse.
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates in major markets.
Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
I chaired an international economics conference in Canada earlier this month. Delegates from all over the world attended to discuss the issues of the day. Following is an abridged version of the meeting summary that I offered during the closing session.
Western demand and monetary policy are having an important impact on economic prospects for the Asia-Pacific region.
Slower spending is a part of the return to normal economic conditions.
Metals from Mexico may have a much further point of origin.
Analysts periodically construct elegant algorithms that produce interesting conclusions, only to learn that the underlying information is flawed.
The Federal Reserve is in the pilot’s seat as the American economy approaches a soft landing. The runway is in sight, but some careful maneuvering will still be needed.
The initiation of the excessive deficit procedure will hinder European unity.
History suggests that it is better to embrace progress than hinder it.
Explore the complexities of the high-yield market through comprehensive insights from our experts.
The addition of Dell Technologies and Super Micro boosted the weighting to the technology sector. We also analyze changes to the value and growth indexes.
Tariffs do more harm than good to nations that impose them.
Rebalancing events help ensure benchmarks maintain exposure to companies within their targeted asset class or markets, but the rebalancing can also impact investment portfolios.
We review the key themes of the first half of a busy year.
Initial rate cuts by the European Central Bank and Bank of Canada may signal a transformative trend toward monetary easing.
Adapting to the new cycles requires swift operational changes, making the guidance of experienced managers crucial.
The Northern Trust Economics team shares its outlook for major markets, with a spotlight on the eurozone.
Chief U.S. Economist Ryan Boyle explains why measures of inflation don't match feelings about prices.
Higher education is one among many paths to success.
The allure of China as a global manufacturing hub is unlikely to fade anytime soon.
Lower inflation does not mean lower prices.
The health of the British economy is top of mind for voters in this election.
An array of data sources show a labor market that still has plenty of strength.
Mining brings economic benefit and environmental costs.
High-yield credit is experiencing strong inflows and investor confidence, potentially offering attractive returns and reduced volatility compared to other risk assets.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.
Mexico has momentum to meet demands from reshoring.
European disinflation allowed for a first cut, but the pace from here will be gradual.
I will never forget the first auction I witnessed. It took place during one of the many summers that I spent on a farm. The auctioneer talked exceedingly quickly, but those in the crowd seemed to understand everything he said.
European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.
Summer hiring promises more than just monetary rewards for teens.
This year's venture to Asia was informative and delicious.
Investors are reconsidering long-term capital commitments.
Home equity lending does not require policy support.
Lower interest rates in Europe will favor spending over saving.
New tariffs will renew trade tensions.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates in major markets.
The price gap between eating out and cooking at home is rising.
However we measure inflation, we see an incomplete recovery.
