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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
Updated Inflation Data: Five Key Takeaways
The U.S. government shutdown has stalled the release of several critical economic reports, including data on growth and inflation. Today, however, the U.S. Bureau of Labor Statistics released the delayed September Consumer Price Index data. With one official report in hand, we share our five key takeaways.
- How do the latest inflation numbers line up against forecasts?
- What expectations do you have for monetary policy changes in October?
- How are tariffs impacting prices — and how might they impact monetary policy in 2026?
- How has recent inflation data affected bond markets and your economic outlook?
- What is driving equity market moves?

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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.
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