A path remains in sight for the U.S. to avoid a recession.
Policy responses to shortages are not always effective.
The pandemic drove up debt, and higher interest rates are adding to the burden.
Populations are aging, and the economic consequences will be substantial.
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates.
Writing off a portion of student debt does not fix the core challenges of paying for higher education.
The pandemic surge in demand for houses has run its course.
The war against inflation will be won when we no longer need to worry about it.
Workers take time to reach their full potential in new jobs.
Scarcity and trade frictions are leading to major supply chain realignments.
A long negotiation cycle yields green investment, a smaller deficit and higher corporate taxes.
The tourism industry remains vulnerable to macroeconomic, public health and geopolitical risks.
Household, corporate and bank balance sheets are more resilient today than during past crises.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
Labor force participation is the greatest shortfall in an otherwise thriving labor market.
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.
Office spaces still have a role in the future of work.
The availability of goods and cost of shipping are improving.
New signs of stress are evident in China's property market.
What drove the U.S. dollar's surge, and can it last?
Shinzo Abe's policies had a substantial impact both in Japan and around the world.
Reducing the money supply will help to curtail inflation.
Markets are expecting lower gasoline prices ahead.
Though risks are rising, strong hiring and purchase activity suggest that the economy can keep growing.
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Inflation, China, Russia, Central Banks, Labor, Recession: It's been quite a year thus far.
Sustainable investing needs to adapt to new realities without compromising its core principles.
The world needs a stronger World Trade Organization.
How high do interest rates have to go to control inflation?
What will be the Fed's next steps after a rapid course correction?
Not all value strategies have benefited equally during value stocks’ recent outperformance versus growth stocks.
Japan zero-inflation mindset is no match for today's price pressures.
A cooler housing market isn't a bad outcome.
Strong employment and spending will help the economy grow through current shocks.
Wedding costs reflect the myriad forces that have driven inflation upward.
Policymakers and forecasters were slow to change their mindset about inflation.
When life gives you lemons: sell them!
RMB depreciation won't offer much support to Chinese growth.
The Fed has set the stage for a series of rapid rate hikes.
The Fed will need some luck on its side to deliver another soft landing.
Draghi has put the Italian economy back on track, but challenges remain.
Drug abuse and long-haul COVID are obstacles to getting back to work.