Monetary Policy

JUNE

26JUN 2017

Economic Views

Where next for the global economy?

Keith Wade gives a mid-year overview of the global economic outlook. Topics include fading political risk in the eurozone, challenges posed by Brexit, prospects for the “Trump trade” and a discussion of current low market volatility.

16JUN 2017

Economic Views

Russian central bank cuts rates but alters tone

The Russian central bank cut its headline interest rate by 25bps, in line with expectations, but changed its outlook for the pace of future easing.

15JUN 2017

Economic Views

Another Fed hike, but how many more to come?

Following the latest interest rate rise in the US, we expect a further one in September and balance sheet reduction to kick in around the turn of the year.

MAY

31MAY 2017

Economic Views

Disappointing eurozone inflation highlights downside risks

We continue to think the ECB will prolong quantitative easing.

APRIL

26APR 2017

Fixed Income

How the Fed's balance sheet adds to its policy toolkit

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.

25APR 2017

Equities

What a Macron victory would mean for Europe’s economy and equities

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.

25APR 2017

Economic Views

The case for ending negative rates early

Reversing negative interest rates would correct a policy mistake.

13APR 2017

Economic Views

Brazil slashes rates to boost flagging economy

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.

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.

03MAR 2017

Economic Views

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.