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Policy and Regulatory Commentary
Investment Strategy Commentary: The X Factor: Evaluating the U.S. Debt Ceiling
A contentious debt ceiling showdown will likely trigger some elevated volatility, but ultimately we expect the U.S. will avert a default.
Market Outlooks
Weekly Market Update: Global Equities Rise on Central Bank Meetings, Australia May Hike Rate This Week
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The ECB, Fed and Bank of England all increased their rates last week. The Reserve Bank of Australia is expected to raise rate by 0.25%.
Market Outlooks
MarketScape: Why the Fed and Investors See Rate Path Differently
Investors see a Fed rate cut in 2023. The Fed doesn’t. Head of Global Macro Antulio Bomfim analyzes the clash of views between the Fed and investors, and what could resolve it.
Market Outlooks
MarketScape: Why January's Rise May Mask a Riskier Reality
January has all the hallmarks of a classic “junk rally”. Chief Investment Officer of Global Equities Mike Hunstad, Ph.D., reminds investors that some rallies during times of economic stress may not be what they seem.
Policy and Regulatory Commentary
Washington Update: Some Hope for Bipartisanship
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With House Speaker Kevin McCarthy slated to meet with President Biden, Washington is fully immersed in debt ceiling drama.
Market Outlooks
2023 Outlook: A Pivotal Year - On-Demand Webinar
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New year, new market challenges. Join our Chief Investment Strategist for North America Chris Shipley for our take on what investors can expect in 2023.
Market Outlooks
2023 Outlook: A Pivotal Year
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Northern Trust expects turbulence as inflation and monetary policy fears pivot to a weak global economy, but also to lower inflation and central bank pauses.