Interest Rates

01DEC 2015

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint December 2015

In this month's Viewpoint our economists cut their global and European growth forecasts for 2016, examine the uneven recovery in emerging markets and look at what the risks are to the world economy.

NOVEMBER

20NOV 2015

Economic Views

November 2015 Economic Infographic

In the latest infographic Schroders economists examine the factors that could tip the global economy into recession, the problem with the UK's proposed 'tax-credit' reforms*, what's driving risk appetite among investors and the corruption scandals crippling Brazil.

06NOV 2015

Economic Views

Schroders Quickview: Case for US rate rise boosted by jobs surprise

Despite Friday's strong jobs data, we see little need for the Federal Reserve to aggressively tighten monetary policy.

OCTOBER

29OCT 2015

Fixed Income

Schroders Quickview: What does a more hawkish Fed mean for EM debt?

A moderately more hawkish Federal Reserve—which on Wednesday opened the door wider for a December rate hike—will perhaps stall a recovery in emerging market currencies, but the global search for yield will likely keep dollar denominated emerging market debt from retreating in price substantially.

28OCT 2015

Fixed Income

Will interest rates “neutralise” in our lifetimes?

The Federal Reserve’s (Fed) decision to delay raising interest rates in the wake of fears over the health of China’s economy highlights the conundrum facing central bankers, so when will interest rates rise and will I be dead before rates match GDP growth rates (“neutralise”) again?

27OCT 2015

Watch/Listen

60 seconds with Marcus Brookes on the potential for a December rate rise

Marcus Brookes discusses why he believes the US economy is in good health and a Christmas interest rate rise could be on the cards.

06OCT 2015

Economic Views

Quarterly markets review - Q3 2015

A look back at markets in Q3 2015 when a slowdown in China sparked concern over the global growth outlook and led to significant stockmarket volatility.

02OCT 2015

Economic Views

Schroders Quickview: US jobs report reduces chance of imminent rate hike

Worse than expected US jobs numbers have pushed out expectations for the first Federal Reserve rate rise.

AUGUST

24AUG 2015

Economic Views

What is driving current stock market volatility?

Equity markets are experiencing turbulence but the authorities have tools available to calm markets.

24AUG 2015

Fixed Income

Fed actions hold key to EM rout

If there were any doubt only a few days ago, there should be none at all now - that even incrementally more restrictive monetary policy by the Federal Reserve is a danger in a very slow growth world.