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Top Insights

Read U.S. Trying to Quadruple Nuclear Power to Support AI

Breadth is the highest it’s been in four years, suggesting it’s not just technology stocks enjoying the spoils of AI.

Read Can Housing Be Healed?

Reforms may be in store to improve housing affordability. Ryan Boyle explains.

Read The Cost of the U.S. Government Shutdown

The ongoing shutdown may already be the costliest yet. Carl Tannenbaum explains.

Read China: Reluctance To Pivot

China needs to look beyond investment and trade for drivers of growth. Vaibhav Tandon explains.

Watch Some Cold Water on the December Cut Fever

Fed officials hold sharply differing views on a December rate cut, revealing deep uncertainty and signaling a slower pace of easing into 2026. When will the next rate cut come?

Read Look Both Ways

The Northern Trust Economics team shares its outlook for growth, inflation and interest rates in major markets.