US Monetary Policy

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Economics

07NOV 2018

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

2018

FEBRUARY

14FEB 2018

Economics

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.

02FEB 2018

Economics

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

06DEC 2017

Economics

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.

01DEC 2017

Economics

Outlook 2018: Global economy

In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.

NOVEMBER

03NOV 2017

Economics

Rates set to rise again in December as US jobs rebound

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.

OCTOBER

18OCT 2017

Watch/Listen

60 seconds explaining quantitative tightening

Marcus Brookes quickly explains how the Federal Reserve is turning off the taps on its $3.5 trillion QE programme.

09OCT 2017

Economics

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.