Commentary

U.S. Economic Outlook, September 2021

The Northern Trust Economics team shares its outlook for the U.S. economy.

Commentary

What Next for Europe’s Fiscal Rules?

Europe still needs fiscal support to preserve stability and growth.

Commentary

Fiscal Policy: A September To Remember

The U.S. Congress faces major financial deadlines in the month ahead.

Commentary

China's Debts Are Coming Due

Evergrande is an example of the risk of debt defaults to China's financial stability.

Commentary

This Expansion Doesn't Get A Lot Of Credit

Household savings and central bank policies have reduced the need for credit.

Commentary

Trucking Is In The Slow Lane

Trucks are a vital link in supply chains, but there aren't enough people to drive them.

Commentary

Hot Summer for Climate Events

Floods, fires and droughts are growing risks.

Commentary

Coming Out Of Retirement

A puzzling jump in retired Americans should reverse soon.

Commentary

Global Economic Outlook: Delta Changes The Outlook

Measures aimed at containing COVID-19 will suppress growth and stress inflation.

Commentary

The Global Economy Has An Inventory Problem

New virus outbreaks in supplier nations are adding to inventory problems.

Commentary

Fasten Your Seatbelts

The recovery has had its ups and downs, but the economy is moving in the right direction.

Commentary

The Return of Industrial Policy

Governments are finding their place in supporting development.

Commentary

Auto Inventories: Pass the Chips

The automotive market is running lean.

Commentary

Pushing for Productivity

The debate over post-pandemic scheduling often centers on productivity.

Commentary

Global Economic Outlook: Dog Days Of Delta

A firm economic recovery is well underway, but the fast-spreading Delta variant is clouding the outlook.