Market Currents

Market Currents


Latest Episodes

Data Point: Demystifying the University of Michigan Consumer Sentiment Survey - January 2023
February 23, 2023

Katie Nixon, chief investment officer at Northern Trust Wealth Management, breaks down 2023s first University of Michigan Consumer Sentiment Survey. The survey which tracks how respondents feel about the economy offers a valuable window into consumer

Central Banks Versus Inflation: Your Questions Answered
October 07, 2022

This year has offered little shelter to investors trying to avoid downdrafts across all asset classes. Inflation has been stickier and more unpredictable than expected. The Federal Reserve and global

As Rates Rise, do Bonds Belong in Real-World Portfolios?
May 04, 2022

The first quarter of 2022 saw negative returns across the U.S. bond market as persistently rising inflation surprised central bankers and bond investors alike. Dramatically rising interest rates have

Does Conflict in Ukraine Shift Global Energy Forever?
April 21, 2022

The war between Russia and Ukraine is a direct conflict between two of the worlds biggest commodity exporters, causing disruptions that will be felt for years. As European leaders seek to reduce or e

Another Head Fake, or Brighter Future Ahead? Weighing the Case for European Equities in 2022
January 19, 2022

While the U.S. stock market has outperformed European indices for years, it is important to remain aware of the benefits of global diversification. And recently, we have begun to see changes in Europe

Vax Requirements, Boosters, Variants and Waves: Navigating the COVID-19 Information Deluge
October 06, 2021

Several months ago, it appeared as if a return to normalcy from the COVID-19 pandemic could be in sight. Primarily due to the spread of the Delta variant, however, the picture has become considerably

Interest Rates: Grounded or Ready for Take Off?
July 23, 2021

As economic reopening continues and supply-demand imbalances lead to price increases, investors are understandably fixated on the future path of interest rates a key driver of future growth and retu

How Long Will the Chips Be Down? The Global Semiconductor Chip Shortage with Deborah Koch
June 16, 2021

As the U.S. economy continues to reopen amid relaxed COVID-19 mitigation measures, pent-up demand is outstripping supply in many cases. One acute example is in the semiconductor chip industry, which p

Inflation: Is It Different This Time? With Carl Tannenbaum
June 09, 2021

Summary:Concerns about inflation have filled financial headlines recently as U.S. consumers reemerge from their homes and take note of higher prices and supply shortages in certain areas of the econo

Value’s Uprising: Fête or Renaissance? – with Michael Hunstad and Chris Shipley
May 07, 2021

Does value investing still work?After many years of underperformance, value stocks have shown signs of life in 2021 as investors conviction in strong economic recovery has gained momentum.Is this