Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Family Offices
    5. Financial Advisors
    6. Financial Institutions
    7. Individuals & Families
    8. Insurance Companies
    9. Investment Managers
    10. Nonprofits
    11. Pension Funds
    12. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login

Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

Expect the Expected

As we head into the second half of 2025 investors continue to show marked optimism, buoyed by resilient economic data and a growing consensus that tariff rates will, ultimately, be manageable. Significant uncertainty on the full impact of trade negotiations, inflation and monetary policy, however, persist, and we remain mindful that navigating such unknowns as they unfold is a “feature, not a bug” of functional markets. We discuss our updated views in this Weekly Five.

  1. What does the latest economic data reveal about the strength of the U.S. economy?
  2. How are negotiations with major trading partners progressing?
  3. How are markets responding to trade negotiations and recently passed U.S. tax legislation?
  4. What's driving the uptick in longer-term bond yields?
  5. Do you expect volatility to return to markets later this year?
Read More

Subscribe to Invested for Weekly Updates

Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

Featured Stories

 

  • Check
    Navigate to A Plan for Any Market
    Markets

    A Plan for Any Market

    Five reasons to stay the course in volatile markets

    • Podcast

    Market Currents

    There are many debates in the investment world. These debates tend to generate alarmist headlines and considerable uncertainty among investors looking to position their portfolios for the future. In Market Currents, host Katie Nixon explores arguments on both sides of these debates by separating facts, myths and theories with the help of industry-leading experts. The resulting insights position listeners to put headlines in context with the evidence and make better-informed investment decisions.

    Apple Podcast
    Spotify Podcast

    Latest Episodes

    Slide 1 of 7

    Newsroom

    Commentary from Northern Trust Institute experts in leading media outlets.

    Portfolio Research by Peter Mladina

    Explore research that examines best practices for asset allocation, portfolio construction and investment selection. 

    Read More

    Explore All Investing and Economic Insights

    • Check
      Navigate to Six Wealth Planning Strategies for Volatile Markets
      Markets

      Six Wealth Planning Strategies for Volatile Markets

      Market volatility often tests investor resolve, but periods of stress also present significant opportunities for optimizing your plan.

    • Check
      Navigate to A Plan for Any Market
      Markets

      A Plan for Any Market

      Five reasons to stay the course in volatile markets

    • Check
      Navigate to A Resurgence in Private Markets
      Markets

      A Resurgence in Private Markets

      Understand opportunities in the private markets for business owners.

    • Check
      Navigate to Market Currents Podcast
      Markets

      Market Currents Podcast

      Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.

    Explore Specialized Advice

    Let us help you navigate wealth’s complexities.

    Successful wealth management requires coordinated advice that evolves with your life and circumstances. Together, we can develop a plan for your best future.