Trade War Will Take A Toll
by Carl Tannenbaum, Chief Economist, Northern Trust Can the U.S. economy weather the shock of tariffs? The theme…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Recalibrating for Higher Risk Without Overcorrecting
by Anwiti Bahuguna, Ph.D., Portfolio Manager, Northern Trust We’re adjusting our stance in response to rising risk while…
A Frenzied Week for Tariffs
Trade policy clarity is a long way off. by Carl Tannenbaum, Chief Economist, Northern Trust British Prime Minister…
Seasonal Challenges With Economic Data
by Carl R. Tannenbaum, Chief Economist, Northern Trust Seasonal adjustments have limitations. At this time of year, those…
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.
