Interest Rates

12APR 2017

Fixed Income

Fed hiking cycle may spark unusual bond market reaction

The prospect of the Fed shrinking its balance sheet may see the bond market react differently to economic data than we might expect.

MARCH

16MAR 2017

Economic Views

Dovish rate rise from the Fed while BoE and BoJ stand pat

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.

FEBRUARY

08FEB 2017

Economic Views

India hits pause on easing cycle

The Indian central bank’s decision to hold rates at 6.25% confounded market expectations of a cut, but was in line with our view following what seems like only a limited impact of demonetisation on growth.

JANUARY

16JAN 2017

Multi-Asset

Schroders Live: Positioning for change

At our latest Schroders Live event on 13 January, our expert panel discussed major themes in markets, including the recent rotation, likely impact of Donald Trump, and the prospects for emerging markets.

12JAN 2017

Economic Views

Weak data prompts aggressive Brazilian central bank cut

Preceded by lower-than-expected inflation earlier in the day, the decision by the Brazilian central bank to cut interest rates by 75 basis points (bps) instead of the 50 bps forecast was a surprise that had been a while in the making.

2016

DECEMBER

02DEC 2016

Economic Views

Employment report seals December rate rise in the US

The Fed looks poised to raise interest rates as the US approaches full employment.

NOVEMBER

03NOV 2016

Economic Views

Bank of England keeps policy unchanged

Concerns over inflation force a more hawkish tone.

03NOV 2016

Economic Views

TalkingEconomics: Europe - could higher inflation curtail central banks' stimuli?

After years of deflationary dynamics, energy inflation is set to lift European and UK inflation significantly over the next few months. However, the energy effects will only be temporary and will have a deflationary impact in the medium term.

OCTOBER

20OCT 2016

Economic Views

Brazil cuts rates with further easing likely

Lingering concerns over inflation constrain more aggressive cuts for now.

SEPTEMBER

22SEP 2016

Economic Views

Fed stays on hold but sets up December hike

A US rate increase looks likely in December, barring an election shock