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.
Since 1980 the yield curve has accurately predicted the last five US recessions. After nearly a decade of economic expansion, is it telling us that another one is on its way 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.
We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.
Share buybacks have fundamentally altered the investment landscape over recent years. This has long term consequences which investors need to be aware of.
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.