Latest payroll data sees jobs market rebound and keeps the prospect of a further rate rise in December on the cards. But wages stay subdued.
Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.
How have Hong Kong and Singapore banks fared since the onset of the Global Financial Crisis? We take a look at a decade of returns to find out.
Although employment growth is positive, the Federal Reserve will likely remain on hold for 2017 while inflation remains weak and balance sheet reduction looms.
Low inflation is harrying the hawks, and is keeping the Fed cautious as it looks to reduce its balance sheet.
The combination of balance sheet reduction and low inflation suggests there may not be another rate hike in 2017.
Following the latest interest rate rise in the US, we expect a further one in September and balance sheet reduction to kick in around the turn of the year.