The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.
With interest rates already near record lows, we look at what's left in the Fed's arsenal to fight the next recession.
Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.