Northern Trust’s Global Economic Research team reviews fiscal, macroeconomic, and healthcare challenges shaping investor risk assessments.
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France & U.K. fiscal strains: Rising deficits and political gridlock are driving bond yields higher; Fitch downgraded France to A+, while U.K. debt costs already exceed education spending.
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China’s overcapacity & deflation: Supply gluts in green tech and consumer goods fuel price weakness, with “involution” curbing profitability despite state-led consolidation efforts.
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U.S. healthcare inflation: Employer costs are projected to rise 6.5–9.5% in 2026, driven by chronic disease, labor costs, and new treatments.
How might these structural pressures reshape global capital flows? Explore the full report for deeper insights.
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