The Federal Reserve (Fed) will seek to gradually remove its accommodative policies, not tighten to the point it slows growth. At least not yet. An expanded toolkit should help it find the right balance.
How would a Macron presidency in France affect equities, the ECB, Brexit negotiations, and more? At our latest Schroders Live event Keith Wade and Martin Skanberg discussed some of the big issues facing Europe and its markets right now.
A drastic fall in inflation over the past year has led to the Brazilian central bank accelerating its easing. Further cutting is likely to follow in May.
Global central bank roundup: while the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.
China’s growth is stable but all the old problems remain, with renewed and persistent renminbi (RMB) weakness beginning to nudge complacent investors back into mild concern. More government stimulus will be needed – and delivered – in 2017, but we expect severe problems before the decade is out.