U.S. Economic Outlook, October 2023
The U.S. economy’s remarkable resilience is complicating the lives of investors and the Federal Reserve. Despite war-disrupted commodity markets and one of the most aggressive monetary tightening phases in modern history, economic activity has remained strong.
Global Economic Outlook: Fourth Quarter Comeback
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 Big Short(ages)
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.
The Global Economy Will Likely Find Firmer Footing After the First Quarter of 2021
Promising developments surrounding vaccination give us hope that 2021 will be a better than year than the one that is about to end.
Inflation Outlook Stays Low, National Champions In Favor, Unemployment Rate Surprises
Breakout inflation is not our top concern. Europe explores support for national champions, and the U.S. unemployment rate masks some fragility.
Monetary Policy Research Review, Emerging Markets At Risk, Complicated Measurements
The Kansas City Fed’s annual Monetary Policy Symposium at Jackson Hole is a signature event for those of us who follow central banks. The conference typically doesn’t generate much front-page news: the subject matter is usually more technical and conceptual than a broad audience would appreciate. But 2020 is not a typical year.
Growth Prospects and Challenges Ahead for the U.S., U.K., Eurozone, China, and Japan
The first wave of the economic recovery has generally exceeded expectations, but the recent surges in COVID-19 cases could deliver a setback.