The Northern Trust Economics team shares its outlook for growth, inflation, employment, and interest rates.
U.S. consumers did not slow their spending over the holidays.
A surprising shift in Japan's monetary policy.
The economics teams looks back at the most significant stories we covered during 2022.
The Northern Trust Economics team shares its outlook for inflation, growth, employment and interest rates.
Europe needs higher investments, which will only be possible with an overhaul of its fiscal rules.
China is still far from open for business as usual.
Internal priorities and external circumstances have brought China's growth to an inflection point.
After a strong rebound from the pandemic in 2021, it’s been all downhill for the global economy this year. Economic activity is being hindered as policymakers cope with the hottest inflation in decades, impairments from the Ukraine war, and China’s prolonged lockdowns. Recession fears are starting to come true.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates.
Policy responses to shortages are not always effective.
Populations are aging, and the economic consequences will be substantial.
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates.
The pandemic surge in demand for houses has run its course.
The tourism industry remains vulnerable to macroeconomic, public health and geopolitical risks.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
Major EMs are more resilient to U.S. interest rate hikes today than they were in past cycles.
A more integrated global economy is making sanctions less effective.
New signs of stress are evident in China's property market.
Inflation, China, Russia, Central Banks, Labor, Recession: It's been quite a year thus far.
The world needs a stronger World Trade Organization.
What will be the Fed's next steps after a rapid course correction?
Japan zero-inflation mindset is no match for today's price pressures.
When life gives you lemons: sell them!
RMB depreciation won't offer much support to Chinese growth.
Draghi has put the Italian economy back on track, but challenges remain.
China's zero-COVID approach will undermine its position as the supply chain hub of the world.
India's economic links with Russia leave it in a delicate position.
The Northern Trust Economics team shares its outlook for growth and interest rates in a context of high inflation.
Price shocks are a boon for some emerging markets, while a curse for others.
Losing Russia and Ukraine's commodity exports is a risk to supply chains and inflation.
This week's biggest news adds to the complications in energy markets.
The Northern Trust Economics team shares its outlook for inflation and how the Federal Reserve will react.
The macroeconomic picture still doesn't support the case for monetary tightening in the eurozone.
Ongoing labor market shifts are a risk to economic growth.
“Supply chain” used to be a piece of business jargon that rarely made its way into normal conversations.
The Northern Trust Economics team shares its outlook for the Federal Reserve and the U.S. economy.
A legislative impasse raises bigger questions about public finances.
The BoE has started tightening. Will the ECB follow?
The economics teams reflects on six themes that defined an extraordinary year.