Central banks are incurring losses.
The recent escalation in interest rates is squeezing household budgets.
Disabled workers are helping close the labor gap thanks to remote work.
Europe needs higher investments, which will only be possible with an overhaul of its fiscal rules.
Inflation has spread to our holiday celebrations.
China is still far from open for business as usual.
A split government will limit aggressive agendas and progress on important longer-term issues.
The Northern Trust Economics team shares its outlook for inflation, growth, employment and interest rates.
The Fed will keep hiking, but at a slower pace.
The Fed needs to carefully mop up excess liquidity to avoid funding stress.
Governments will have to resist the temptation to address stagflation with stimulus.
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.
Renewed increases in energy prices come at a bad time in the battle against inflation.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates.
Hurricane Ian has laid bare the challenges facing Florida’s insurance industry.
Evidence of a cooling labor market is emerging.
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.
