Whenever political questions arise, we always encourage a broader view: politicians don’t control the economy, and policy changes rarely move markets. But the past month has raised serious questions over that assertion.
When breakthroughs occur, researchers get the lion’s share of the credit. But they owe a big debt of gratitude to those who collect and organize the data with which insight is manufactured.
Two Sessions, or Lianghui, is the popular name for the annual meeting of China’s top legislative and consultative bodies. These gatherings are closely watched by overseas observers as they provide key insight into China’s political landscape, economic priorities and overall policy direction.
Policies to support mainstream crypto adoption are underway.
Germany is newly motivated to reconsider its fiscal restraint.
Short-term deadlines will complicate long-run plans.
Trade policy clarity is a long way off.
Many ASEAN members punch above their economic weight in international trade. But their power may also make them targets in the mounting global trade battle.
Differing sales tax regimes can appear unfair.
Eggs add to perceptions of high inflation.
Looming U.S. and global policy shifts may potentially rattle markets, but a tactical and flexible approach could help investors navigate risks and opportunities regardless of how events play out.
An aggressive U.S. tariff regime will come down hard on major economies.
The economy can grow through policy changes.
The greatest benefits of TCJA were deep in its details.
At this time of year, those of us who live in the Northern hemisphere are looking forward to a change of season. Statistically, every February week in Chicago should see the daily high temperature rise by 2-3 degrees Fahrenheit, but conditions can vary significantly from expectations.
Chief Investment Officer of Global Asset Allocation, Anwiti Bahuguna, Ph.D., outlines the investment themes and return expectations from our new 10-year outlook.
Europe has real risks and real bargaining tools in a trade confrontation.
U.S. dependence on metal imports could prove costly.
An escalation seems more likely than diffusion in the U.S.-China trade battle.
Our research shows how artificial intelligence can potentially enhance performance of equity investing.
Tariff threats offer a glimpse of what is in store.
We analyze the impact of U.S. tariff proposals on markets and how investors can manage their portfolios accordingly.
The costs and revenue of U.S. tariffs are being blunted by evasion.
Tariffs could upend the U.S. auto and energy sectors.
China will struggle to maintain momentum without addressing deeply-rooted problems.
The market for washing machines offers lessons for future trade actions.
We explore how evolving priorities under the new U.S. administration may influence markets and investor outlooks.
Tax and spending cuts will face Congressional roadblocks.
The Northern Trust Economics team shares its outlook for key APAC markets.
We explore how advancements in indexing solutions have allowed investors to tailor their portfolios according to their specific objectives or risk profiles.
From the start of December to their recent peaks, 10-year yields have gained 68 basis points in the U.K., 60 basis points in the U.S., 55 basis points in Germany and 48 basis points in Canada.
Rebuilding is the first of many challenges from natural disasters.
Outlooks for higher education and healthcare are the weakest while transportation and essential utilities are the strongest. Resiliency to withstand an economic downturn is strong for all sectors.
The Northern Trust Economics team shares an outlook for U.S. growth, inflation, employment and interest rates.
Most of us like to ring in the new year with fresh energy. The Europeans appear to have made good on this resolution.
We identify four categories of risks to the growth outlook.
When and how will new policies take shape?
To clear our notebooks entering 2025, here are quick perspectives on a range of topics.
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is solid and promising.
We look back on six themes that defined another eventful year.
We believe that there are several guardrails in place that considerably limit the extent of presidential influence over monetary policy decisions.
As the year comes to a busy conclusion, we’re still catching up with news that didn’t make the front page. In the first week of November, the U.S. Bureau of Labor Statistics published a data release that’s even less frequent than the four year presidential election cycle.
Last weekend, the Cathedral of Notre Dame reopened after being severely damaged in a fire five years ago. It took thousands of craftsmen and a reported €840 million to restore the iconic structure.
International commerce often follows the simple rule: one nation’s loss can result in another’s gain. China’s loss from escalating trade tensions with the U.S. is generating gains for several Asian economies, but India is not one of them.
How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low.
We examine how a potentially complex bond market in 2025 could still offer opportunities in high-yield bonds, municipal bonds, and inflation-protected securities.
We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.
Not everyone is ready to give thanks for moderating food prices.
