Economics

Highlight

Managers' views

21JUN 2019

Fed holds fire, but July rate cut likely

Although the US Federal Reserve kept rates unchanged this month, the direction of travel is towards easier policy. Whether this will be enough to restore corporate confidence and spending may depend as much on the president as the Fed.

2019

MAY

24MAY 2019

Managers' views

Japan springs growth surprise to allay recession fears

However, the Q1 GDP report masks very weak domestic demand.

17MAY 2019

Managers' views

Who will pay as US-China trade tensions intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

16MAY 2019

Managers' views

Are stock markets heading for a melt-up?

Equity markets have performed well so far this year, but there is now talk of a "meltup" with a number of investors arguing we will see a surge in indices in coming months.

03MAY 2019

Managers' views

Eurozone growth rebounds as temporary headwinds fade

The latest GDP figures show that domestic demand has remained resilient.

03MAY 2019

Managers' views

Schroders Economic Infographic

In this month's infographic we explore investors' main concerns for 2019 including political risk and a sustained low growth environment.

03MAY 2019

Managers' views

Watching and waiting: Fed in neutral

The Fed’s next move is likely to be a rate cut, but not until next year.

02MAY 2019

Managers' views

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold.