Economic and Strategy Viewpoint
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.
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.
Despite Friday's strong jobs data, we see little need for the Federal Reserve to aggressively tighten monetary policy.
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.
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?
Marcus Brookes discusses why he believes the US economy is in good health and a Christmas interest rate rise could be on the cards.
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.
Worse than expected US jobs numbers have pushed out expectations for the first Federal Reserve rate rise.
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.