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Economics

16MAY 2019

Who will pay as US-China trade wars 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.

2019

APRIL

26APR 2019

Economics

Robust US growth figures calm recession worries

Weaker inflation suggests interest rates are likely to remain on hold

10APR 2019

Economics

The coming squeeze on US profits

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.

05APR 2019

Economics

Strong non-farm payrolls gets US job market back on track in March

US non-farm payroll gains came roaring back in March, confirming February’s weakness as a blip.

MARCH

21MAR 2019

Economics

Fed turns more dovish and signals an end to rate hikes

The Federal Reserve signals no rate rises for 2019

06MAR 2019

Economics

Does the US have enough firepower to fight the next recession?

With interest rates already near record lows, we look at what's left in the Fed's arsenal to fight the next recession.

FEBRUARY

08FEB 2019

Economics

Five charts to gauge the environment for equities

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.

JANUARY

31JAN 2019

Economics

The Fed: still the market's flexible friend

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.