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Markets and the Economy
Put recent portfolio performance in context with market themes, our outlook and your goals.
The Weekly Five
Mixed Signals
Today’s jobs report beat expectations but revealed downward revisions for recent months, pointing to slowing momentum in the labor market and, in tandem with elevated jobs cuts, a potential turn toward “slow hiring, not-so-slow firing.”
- How do this week’s data releases impact your view for the health of the labor market?
- What are the takeaways for Fed policy?
- How are ongoing trade negotiations impacting the monetary environment outside the U.S.?
- How are key tariff negotiations progressing, and how are companies likely to respond to an ultimately higher average rate?
- What is the market’s take thus far on the anticipated path of heightened federal spending?

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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
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.
Latest Episodes
Newsroom
Commentary from Northern Trust Institute experts in leading media outlets.
Fortune
Here’s the Advice I’m Giving Wealthy Clients Through Tariff Fears and Market Uncertainty
Katie Nixon shares advice for navigating volatility following changes in U.S. trade policy.
The Journal of Wealth Management
An ICAPM for Goals-Based Investing
Peter Mladina and Charles Grant share research on the intertemporal CAPM asset allocation framework for goals-based investing.
The Journal of Portfolio Management
An ICAPM Framework for Asset Allocation
Peter Mladina shares research documenting the implementation of intertemporal CAPM portfolio theory to practice.
Barron’s Future Returns
Invest for Goals, Not Returns
Katie Nixon discusses Northern Trust’s goals-driven investment strategy.
Portfolio Research by Peter Mladina
Explore research that examines best practices for asset allocation, portfolio construction and investment selection.
Explore All Investing and Economic Insights
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Six Wealth Planning Strategies for Volatile Markets
Six Wealth Planning Strategies for Volatile Markets
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A Plan for Any Market
Five reasons to stay the course in volatile markets
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A Resurgence in Private Markets
Understand opportunities in the private markets for business owners.
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Market Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
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