Northern Exposure
by Carl R. Tannenbaum, Chief Economist, Northern Trust Tariffs could upend the U.S. auto and energy sectors. A…
Can Anyone Replace China?
by Vaibhav Tandon, Senior Economist, Northern Trust Chief International Economist Vaibhav Tandon reviews the barriers protecting China's role…
The Price of Progress
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust We explore how evolving priorities under the new…
Earth, Wind, and Fire
by Carl Tannenbaum, Chief Economist, Northern Trust Rebuilding is the first of many challenges from natural disasters. The…
What We're Worrying About
We identify four categories of risks to the growth outlook. by Carl Tannenbaum, Chief Economist, Northern Trust It…
Northern Trust: Random Thoughts
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust Editor’s Note: Our team generates a lot of…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low. by Eric…
Food, Front And Center
by Carl R. Tannenbaum, Chief Economist, Northern Trust Editor’s note: We are filing an abbreviated issue this week,…
Myths and Reality
Sticky underlying price pressures could prevent a faster return to neutral monetary policy. by Carl R. Tannenbaum, Chief…
Lessons For Europe
Closer integration could help the euro area keep pace with the U.S.
The Middle East, and Oil
Global oil markets are working through many disruptions. by Carl Tannenbaum, Chief Econmist, Northern Trust Jimmy Carter turned…
Trade Policy: More Sticks Than Carrots
by Vaibhav Tandon, Senior Economist, Northern Trust Tougher stances on trade are a point of bipartisan agreement. Rewards…
Fall Has Arrived
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
No Half Measures
by Carl R. Tannenbaum, Chief Economist, Vaibhav Tandon, & Ryan Boyle, Northern Trust The Northern Trust Economics team…
