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.
Overloaded with infinite choices when investing in small caps? Join us to cut through the noise and learn how to determine which fund is the best fit for your client’s portfolio.
In this session, veteran portfolio manager, Robert Bergson, CFA will draw on his own investment strategies to walk you through the importance of small cap value in today’s uncertain market and his approach to the small cap universe.
You will learn:
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.
China and Mexico thought they made progress toward U.S. trade deals. No longer.
The sudden escalation of trade tensions that have originated from Washington is casting doubt over the outlook. If the escalation continues, the global economy will continue to decelerate and recession risks will rise.
Europeans went to the polls, and the results reveal continental divisions. U.S. businesses’ patience for tariffs won’t last. And what do tariffs do to prices?
Productivity growth is vital to the economy and for our well-being. We take a look at recent and long-run trends, marvel at the progress of artificial intelligence, and explore diverging growth among nations.
What’s next for trade talks with China and the U.S.?, Emerging markets face the middle-income trap, CECL provides more insurance for the financial system.
Many factors are holding down inflation, U.S. jobs growth continues to surprise and China’s bad loans are getting worse.
Rumors of a contraction to start the year were overblown. Since March, a string of positive economic headlines have helped soothe investor sentiment and maintain economic momentum. We are still in a growth cycle with room to run.
Wie Gehts mit Deutschland?; Jump-Starting U.S. Startups; Big Data Is Changing Inflation
The economic slowdown that began in late 2018 has started to stabilize. Trade tensions and policy uncertainty took a toll on confidence and financial markets late last year, but both seem less threatening today. Financial conditions have eased as major central banks maintain a fairly accommodative stance amid a subdued inflation outlook.
We expect the USMCA to be ratified eventually. But it could take longer than anticipated, and the political environment across North America creates substantial uncertainty.
Today’s government finances add to tomorrow’s problems; The strong U.S. dollar is a mixed blessing; Prisons are expensive for both taxpayers and inmates