In this month's Viewpoint:
- Global: Are low interest rates a sign of secular stagnation?
- UK: Political paralysis to slow austerity.
- EM: Are exports emerging?
- Views at a glance.
Brazil's latest GDP figure was slightly stronger than expected. However, Schroders Emerging Markets Economist Craig Botham believes the trend will be negative from here on.
Latest inflation data of 0.0% reflects a trend of falling inflation which should be positive for domestic demand and serve to prolong the UK’s business cycle.
We have pushed back our forecast for the first US interest rate rise following the latest meeting of the Federal Open Market Committee.
Market consensus has become slightly less negative about the oil price since the dark days of early January. We explain why we believe the market is setting up for a significant supply shock.
The living wage is gaining momentum in the UK. We look at its costs and benefits, which sectors have the most exposure to the issue and the impact of its implementation on corporate margins.
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