US

Highlight

Economics

14FEB 2018

US inflation shows signs of rising cyclical pressure in January

Core inflation looks likely to accelerate further, putting pressure on the Federal Reserve to keep tightening policy.

2018

FEBRUARY

05FEB 2018

Markets

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

02FEB 2018

Markets

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

2017

DECEMBER

13DEC 2017

Markets

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

13DEC 2017

Markets

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

08DEC 2017

Economics

Fed still on course for December hike after jobs report

Quickview: The latest US non-farm payrolls show robust jobs growth although wage growth remains subdued.

07DEC 2017

Markets

Outlook 2018: US equities

US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.

07DEC 2017

Markets

Outlook 2018: US small and mid cap equities

Our US small and mid cap team is cautiously optimistic on the outlook for markets in 2018 against a more certain backdrop for economic growth.