Featured Insights

With tariffs triggering deeper market stress, we’ve adjusted our positioning to reflect a more balanced view of risk. Our latest update outlines where we’ve made changes and where we continue to see opportunity across asset classes and regions.

This week's trade policy shock was historic. Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon explain.

We’ve updated our outlook in response to broader tariffs that could influence growth and inflation trends. While the impact remains uncertain, we explore potential scenarios and what they might mean for policy direction.

In our latest market insight, we examine the recent tariff announcement from President Donald J. Trump, highlighting what was announced, what remains uncertain, and the potential macroeconomic considerations for investors.

Could a Mar-a-Lago Accord change America's export prospects? Ryan Boyle explains.

We call upon an expert for the latest on foreign exchange markets. Carl Tannenbaum explains.

Devaluation of the CNY could open a new battle front with the U.S. Vaibhav Tandon explains.

The Northern Trust Economics team shares its outlook for growth, inflation and interest rates in major markets.

This week's reprieve from trade news won't last.

The Northern Trust Economics team shares an outlook for U.S. growth, inflation, employment and interest rates.

With tariffs and fiscal shifts adding complexity, we examine how investors are responding across asset classes, from maintaining U.S. equity exposure to increasing international positions and favoring low-volatility, high-quality strategies. Learn more.

The canal is a vital and valuable trade route. Vaibhav Tandon explains.