Growing policy responses reflect greater estimates of the costs of COVID-19.
Substantial fiscal policy is the best economic prescription for COVID-19.
Economic news will get worse before it gets better, but we expect the U.S. economy to pull through.
Can policymakers minimize economic disruptions from COVID-19?
We’ve been closely watching developments related to COVID-19 for the past several weeks. While we have hesitated to make significant changes to our outlook until evidence is clearer, we now expect the economic damage done by the outbreak will be more significant than initially thought.
The coronavirus outbreak is sending ripples through global supply chains and disrupting businesses.
The U.S. economy has been resilient in the face of uncertainty, but risks are growing.
A deep dive into the factors that brought inflation down and are keeping it low.
The U.S. Census is a vital research tool; the coronavirus is a vital risk.
Phase One: A limited deal is better than none.Inequality: We can’t manage what we can’t measure.Canada: Taking the lead with fiscal policy.
A strong economy will help U.S. consumers meet their financial resolutions in the new year, while residents of France and Australia have bigger worries.
Tensions between Iran and the United States brings a stressful start to 2020.
Continued modest global growth in 2020 may be the best we can hope for.
Rates were unpredictable, central banks were active, trade was volatile but consumers were undaunted. We reflect on the major economic trends of 2019.
Brexit and trade talks provided lots of uncertainty this year. Last week saw progress on both fronts.
The Northern Trust Economics team shares its outlook for U.S. economic growth, inflation, unemployment and interest rates.
Rate cuts and overnight operations were important developments this year. Where will the Fed go from here?
From freight volume to flight delays and real estate to recession risk, we share quick thoughts on a variety of economic subjects.
In the bond market, staying positive is easier said than done.
China’s economy is slowing by any measure, while Australia’s central bank takes rates to record lows.
Growth Prospects and Challenges Ahead for the U.S., U.K., Eurozone, China, and Japan.
Wealth taxes are politically resonant but difficult to enact. Oil prices are steady despite disruptions, while the EU’s food exports face tariffs.
This week’s Fed meeting started a pause in overnight rate cuts. But what will happen if yields on the long end move up?
Are the latest Brexit and GSE proposals the end of the beginning or the beginning of the end?
Deep U.S.-China divisions make a ‘phased’ deal our best hope for trade progress.
Exploring the survey that is the current cause for concern.
Testing times for relations in this challenging epoch.
October will be a telling month for Brexit, the eurozone economy and the U.S.-China trade war.
Climate change is a risk for the global economy.
Fed is set to ease, ECB eases and mortgage refinancing takes off.
What fueled the rise in U.S. employment, and can we sustain it?
The Northern Trust Economics team shares its growth outlook for the U.S., U.K., Eurozone, Japan and China.
Global trade tensions are taking their toll, leaving Europe struggling for solutions.
Unrest in Hong Kong and limitations of monetary policy have no easy solutions.
U.S. consumer confidence is high, but confidence in China’s economic measurements is not.
What shifts from tariffs to currency mean in the US-China trade war.
Change can threaten, but it can create opportunity if we adapt.
This week the economics team discusses: Surveying fiscal conditions as the FOMC prepares to meet; Japan gets aggressive in trade with South Korea; and One less fiscal worry for the U.S.
Demand for cars is both slowing and shifting. How will automakers adapt?
The decade of the 1990s in India was an era of rapid change. The sudden rise of new choices and shifts in consumer preferences was stunning, in hindsight.
Talks are back on, but success is far from assured.
A change to global uncertainty will require a concrete settlement of key issues . While downside risks to the global outlook have not increased, they haven’t declined, either.
Trade tensions are felt around the world. Cautious central banks and flat yields don't stop a rally in equities. And more observations from a busy half year.
The march of demographics may be slow, but it is sure. And while the consequences of aging may seem far off into the future, they will be substantial. Unless we address them now, they will become much less manageable later.
How much longer can the Fed stay patient? We see a change coming.
