Crisis investments may yield a lasting boost to productivity, while Australia's restrictions pose a lingering risk.
China was the first nation to enter recovery, and high U.S. import demand has helped it.
Advanced economies are doing better than emerging markets.
Biden pushes more spending just as the U.S. debt ceiling returns from hiatus, while Scotland's standing in the U.K. is uncertain.
Labor markets are changing course. When will the Fed do the same? India's second wave will disrupt activity elsewhere.
"Buy American:" easier said than done. Sports leagues are still struggling, and tax evasion is costly.
Human capital needs renewal; COVID-19 sweeps through India again, while the U.S. economy springs back to life.
National corporate tax policies need global coordination; U.S. unemployment rates don't tell the full story.
The Northern Trust Economics team shares its outlook for global growth in this year of reopening.
Infrastructure merits more investment, everywhere; we look at the specifics of the U.S. proposal.
A year ago, the U.S. registered its deepest economic contraction since the Second World War.
Central banks will go digital, and homeowners avoided foreclosure.
Addressing technical, idiosyncratic and structural aspects of inflation.
Failure to boost vaccination programs could hurt the eurozone economy.
Reflecting on the anniversary of the pandemic, revamped child benefits and how democracy fosters economic growth.
Will the Fed respond to inflation concerns?
Over the past month, the expectations of growth in the year ahead have surged, with fixed income markets repricing and investors shifting allocations in anticipation of growth.
How does risk management work when risks change rapidly?
How long will the effects of COVID be felt in potential growth, the tourism sector and bankruptcy filings?
Weighing the costs of global vaccine access, minimum wage and the energy rally.
A strong economic rebound is expected towards the middle of the year, followed by a return to more normal growth in 2022.
Are proposed fiscal policies and student debt forgiveness too much of a good thing?
The Northern Trust Economics team shares its outlook for the U.S. economy.
Any surge in inflation will likely not last for long, but Italy's economic troubles and the shift in rental markets may endure.
Emerging markets seek a sustainable solution to debts, and the Fed takes a step toward sustainability.
Faster vaccination and bigger stimulus can pave the way to a better year, and agriculture subsidies upset trade relationships.
The Senate outcome opens the door to future cooperation, while Brexit sets the stage for future frictions.
A variety of data sources show we are closer to normal, but not fully recovered.
From global responses to local lockdowns, we all witnessed dramatic changes in 2020.
Promising developments surrounding vaccination give us hope that 2021 will be a better than year than the one that is about to end.
While some indicators are slowing, we are optimistic for a better year ahead.
Yellen is a good candidate for a tough job, and we review the outlooks for U.S. holiday spending and trade in Asia.
Fair trade over free trade will remain the theme in Washington.
The Northern Trust Economics team forecasts the U.S. economy’s continued recovery.
Our election 2020 coverage concludes with a look at the nation’s physical and human capital.
Fostering immigration, encouraging family expansion, and stopping COVID-19 are tough problems with no easy solutions.
The environment is one of many sets of regulations under consideration.
With COVID-19 cases rising and policy support fading, the recovery faces many risks.
U.S. Healthcare Reform Proposals, Childcare Needed to Support Workers, Past U.S. Debt Recovery Won’t Repeat.
Our election 2020 coverage begins with fiscal policy, security risks that are slowing foreign investment, and legislative standstills.
Brexit takes an uncertain turn, while the Fed seeks loan borrowers and parents welcome adult children back home.
Breakout inflation is not our top concern. Europe explores support for national champions, and the U.S. unemployment rate masks some fragility.
The Northern Trust Economics team forecasts the U.S. economy’s recovery from COVID-19.
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.
The Northern Trust Economics team forecasts the U.S. economy’s recovery from a record-breaking decline.
The first wave of the economic recovery has generally exceeded expectations, but the recent surges in COVID-19 cases could deliver a setback.
COVID-19’s path is evident everywhere we look: spending, saving, staffing, sentiment, and sports.
The journey to a full recovery will be a long one, but at least we’ve taken some initial steps.
Economic data shows mild improvement, but the road to recovery will be a long one.
