Your preference has been saved. Remove your saved preference.
You must supply both a username and a password to login.
You must supply a username, password and token to login.
Sign on
Passport secured login icon  
Wealth Management
Asset Management
Asset Servicing
Insights & Research
About Northern Trust
Search go
Click to close drop down menu.
Click to close drop down menu.
Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
Click to close drop down menu.
Northern Trust Logo

Weekly Economic Commentary Archive

The weekly commentary is a review of current activity in global financial markets, with an emphasis on the U.S. fixed income market. Breaking news and market reactions form the core of this commentary.

Economic Commentary

May 9, 2014

  • The global recovery remains very uneven
  • Deflation and debt: a very bad mix
  • A new look at Das Kapital, continued

May 2, 2014

  • Housing may be returning to a bad neighborhood
  • Hiring gathers pace in the United States
  • A new look at “Das Kapital“

April 25, 2014

  • The link between money and inflation has clouded, but it hasn’t disappeared
  • U.S. bank lending is accelerating
  • The debate over high-frequency trading rages

April 18, 2014

  • In a currency war, everyone loses
  • Should monetary policy be coordinated across countries?
  • The International Monetary Fund is at a crossroads

April 11, 2014

  • The Federal Reserve’s search for stability
  • The patterns of world trade are undergoing important changes
  • Greece issued debt this week: good news or bad news?

April 4, 2014

  • For the European Central Bank, actions will speak louder than words
  • Employment bounces back in the United States
  • Long-term unemployment should keep wage growth subdued

March 28, 2014

  • Using energy as a pawn may work to Russia’s disadvantage in the long run
  • China: 2014 economic outlook is hazy
  • Lessons from the 2014 stress test

March 21, 2014

  • The Federal Reserve’s updated guidance takes a page from its past
  • Wage trends will guide the timing of tightening
  • Chinese banking reformers should be careful what they wish for

March 14, 2014

  • Global trade negotiations have stalled
  • This is a delicate time for Chinese finance
  • Where will Europe’s growth come from?

March 7, 2014

  • The fight over Ukraine is an unwelcome source of uncertainty
  • Hiring in the U.S. improves in February
  • American businesses have lots of cash to invest