Northern Trust’s Weekly Economic Commentary examines three major themes shaping global markets and policy.
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Markets & AI: Today’s tech rally echoes the late 1990s, but stronger earnings quality and broader investor participation differentiate it from the Dot-Com bubble.
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Economics of Betting: Legal sports wagering boosts tax revenue and transparency, but brings behavioural and financial risks policymakers must manage.
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Japan’s Policy Pivot: PM Takaichi’s stimulus agenda revives Abenomics-style expansion, but faces constraints from record-high public debt and political resistance.
Explore the full commentary for deeper context on these structural shifts and their investment implications.
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