Macro

Find the latest macro analysis and insights

Value Stocks: The Cash-Flow Case for a Continuing Comeback
  • 23 Jun 2026

Are value stocks finally turning the corner? Recent trends are encouraging. It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, val...

The Federal Reserve’s New Leader Lays Out His Agenda
  • 23 Jun 2026

The real information from Kevin Warsh’s first meeting as Fed chair wasn’t from the rate decision. Kevin Warsh, the newly appointed Federal Reserve chair, led his first committee meeting in June. Th...

Hard Assets, Harder Reality: The Case for Infrastructure
  • 23 Jun 2026

In a world of structural inflation and shifting global investment, infrastructure is evolving into a critical source of stable, long term, asset backed returns.

Semiquincententacles
  • 23 Jun 2026

Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of Independence, this imaginary beast is a metaphor for the continued US g...

Tug Of War
  • 23 Jun 2026

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

Bond navigators: understanding what drives index linked bonds
  • 23 Jun 2026

There is a question many fixed income investors ask: If inflation has remained relatively sticky, why have index linked bonds struggled at times?

What is the Nasdaq and how does it drive the modern global economy?
  • 23 Jun 2026

What is the Nasdaq? More than an exchange or index, it reflects growth leadership and the companies shaping today’s—and tomorrow’s—economies. See why.

The Weekly Brief
  • 22 Jun 2026

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

A new Fed era under Warsh
  • 22 Jun 2026

The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.