Losing Russia and Ukraine's commodity exports is a risk to supply chains and inflation.
This week's biggest news adds to the complications in energy markets.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
The Northern Trust Economics team shares its outlook for inflation and how the Federal Reserve will react.
The macroeconomic picture still doesn't support the case for monetary tightening in the eurozone.
Ongoing labor market shifts are a risk to economic growth.
“Supply chain” used to be a piece of business jargon that rarely made its way into normal conversations.
The Northern Trust Economics team shares its outlook for the Federal Reserve and the U.S. economy.
A legislative impasse raises bigger questions about public finances.
The BoE has started tightening. Will the ECB follow?
The economics teams reflects on six themes that defined an extraordinary year.
The Northern Trust Economics team shares its outlook for the U.S. economy.
The latest climate pledges are encouraging, but fulfilling them will be a challenge.
The deteriorating health situation in Europe threatens to send the recovery into reverse.
With Turkey’s central bankers being shown the door, foreign investors are likely to follow.
The outlook for the fourth quarter and beyond is positive, but the recovery remains uneven. The Northern Trust Economics team shares its outlook for key markets in the month ahead.
Unilateralism is not a remedy for multilateral institutions.
The Delta variant’s impact on supply chains and domestic spending slowed economic activity in the third quarter. Consumer confidence dipped noticeably, and businesses’ outlook dimmed somewhat. Rising inflation, the product of goods and labor shortages, has been a concern.
Today's supply and inflation challenges stem from Brexit.
Canada's election yielded no changes, leaving housing as the key risk to watch.
The Delta variant and supply constraints are the biggest worries for the global outlook.
Europe still needs fiscal support to preserve stability and growth.
Measures aimed at containing COVID-19 will suppress growth and stress inflation.
The recovery has had its ups and downs, but the economy is moving in the right direction.
A firm economic recovery is well underway, but the fast-spreading Delta variant is clouding the outlook.
Delta has the potential to alter the path of recovery; central banks are rising to face heavy challenges; and U.S. states have survived a major stress event.
Workers have the upper hand, but not for long; Latin America stagflates; and Sweden provides a case study in COVID-19 response.
Reflecting on a busy six months of vaccines, inflation, trade relations, supply chains, and policy challenges.
Brexit is as complicated as we expected, but restaurants are reviving and aircraft tariffs are suspended.
Many economies are now in advanced stages of economic reopening, but some are still struggling.
COVID made demographic challenges even more complicated, but that hasn't slowed demand for houses in the U.S.
Crisis investments may yield a lasting boost to productivity, while Australia's restrictions pose a lingering risk.
From base effects to bottlenecks, wages to pricing power, inflation questions abound.
China was the first nation to enter recovery, and high U.S. import demand has helped it.
Advanced economies are doing better than emerging markets.
Biden pushes more spending just as the U.S. debt ceiling returns from hiatus, while Scotland's standing in the U.K. is uncertain.
Labor markets are changing course. When will the Fed do the same? India's second wave will disrupt activity elsewhere.
"Buy American:" easier said than done. Sports leagues are still struggling, and tax evasion is costly.
Human capital needs renewal; COVID-19 sweeps through India again, while the U.S. economy springs back to life.
National corporate tax policies need global coordination; U.S. unemployment rates don't tell the full story.
The Northern Trust Economics team shares its outlook for global growth in this year of reopening.
Infrastructure merits more investment, everywhere; we look at the specifics of the U.S. proposal.
A year ago, the U.S. registered its deepest economic contraction since the Second World War.
Central banks will go digital, and homeowners avoided foreclosure.
Addressing technical, idiosyncratic and structural aspects of inflation.
