Monetary Policy

Highlight

Economics

04APR 2019

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

2019

JANUARY

31JAN 2019

Economics

Eurozone growth fails to recover as Italy slips into recession

Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.

15JAN 2019

Economics

What is the outlook for interest rates in 2019?

In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.

2018

DECEMBER

05DEC 2018

Economics

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

OCTOBER

29OCT 2018

Economics

Budget 2018: Austerity killed off – if a Brexit horror show is avoided

The Chancellor hands out short-term Halloween treats for government departments, but the spectre of Brexit still looms large.

05OCT 2018

Economics

Brexit: 23 answers to investors’ questions

There remains much uncertainty as negotiations between the UK and EU enter a crucial stage. Sue Noffke, UK equities fund manager, provides some clarity for investors.

AUGUST

10AUG 2018

Economics

Japanese growth rebounds in Q2 amid buoyant domestic demand

The robust domestic picture is encouraging given weaker outlook for global trade

02AUG 2018

Economics

Brexit risk fails to deter BoE from rate hike

We think the next increase is likely to be in 2019.