Risk assets have held up in 2026, but we believe tight credit spreads, geopolitical risks and inflation uncertainty mean insurers should stay cautious heading into the second half. For insurers glo...
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
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...
Hormuz relief may lift markets, but inflation, restrictive policy and tight spreads call for a selective fixed income approach.
With the Middle East conflict's ripple effects still being felt, our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies an...
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...
Hawkish signals from the Fed, steady UK policy, and Japan’s rate hike highlight a cautious global outlook amid inflation risks and evolving fiscal uncertainty.
Canadian bond markets continued their upward momentum in May, despite a continued rise in year-over-year inflation (2.8% in April vs. 2.4% in March) which came in below consensus expectations (3.1%...
In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...
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