Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…
August 17, 2023
Inflation: Better But Not Good
by Ryan Jame Boyle, Senior Economist, Northern Trust A favorable inflation report is just one step in a…
July 27, 2023
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
July 18, 2023
Commodities: No Longer A Crude Shock
by Vaibhav Tandon, Senior Economist, Northern Trust Volatile input prices have been a major inflationary force. The efficient…
June 27, 2023
The Global Economy Is Suffering From Long COVID
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust In many respects, COVID-19 was not a…
June 14, 2023
Mass Transit Is Facing Massive Challenges
by Carl R. Tannenbaum, Chief Economist, Northern Trust Transit has not made a complete recovery from the pandemic.…
May 31, 2023
Inventories: The Other Stock Volatility
by Ryan James Boyle, Senior Economist, Northern Trust The 2011 U.S. reality television show Doomsday Preppers showed an…
May 7, 2023
Out of Office
by Ryan James Boyle, Senior Economist, Northern Trust Around this time three years ago, it was clear our…
April 25, 2023
Houses of Cards?
by Vaibhav Tandon, Senior Economist, Northern Trust Housing stress may spread to other sectors. Buying a house is…
April 19, 2023
Banking Stresses the Outlook
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust The Northern Trust Economics team shares its…
March 28, 2023
AI Arrives
by Carl R. Tannenbaum, Chief Economist, Northern Trust Artificial intelligence will reshape how a lot of work gets…
March 7, 2023
Central Bank Portfolios Are Underwater
by Carl R. Tannenbaum, Chief Economist, Northern Trust If marked to market, assets purchased during quantitative easing are…
March 5, 2023
Central Banks vs. Financial Conditions
by Carl Tannenbaum, Executive Vice President, Chief Economist, Northern Trust Markets are no longer shocked by central bank…
February 8, 2023