The much-anticipated US employment report depicted a healthy US labour market today. Despite events in China, we still believe the Federal Reserve (Fed) will raise interest rates on 17 September.
The People’s Bank of China (PBoC) moved to cut both the benchmark interest rate and reserve requirement ratio (RRR) today. The stimulus measures should help market sentiment, but we do not expect a resurgent China as a result.
Although economic growth in the eurozone slowed in the second quarter, we continue to expect an acceleration in the second half of the year as ongoing oil price weakness boosts households’ spending power.
We believe today’s moves by the PBoC do not signal the start of a substantial devaluation in the yuan as financial and social stability remain the overriding concerns for policymakers.
According to the Schroders Economics team's latest analysis, investors looking for positive real returns over the next seven years should look to equity, credit and alternatives. Pacific ex Japan equities likely promise the highest real returns, followed closely by emerging market equities, though this higher return comes with higher risk, and could be undermined by currency moves.
Chief Economist and Strategist, Keith Wade, and Fixed Income Portfolio Manager, Lisa Hornby, discuss the latest US GDP release and its potential effect on the Federal Reserve's outlook.
In the last of a series of four articles, our economists look at some popular policy responses, concluding that we should act sooner rather than later to avoid potential future costs.
With growth having rebounded in the second quarter and inflation forecast to rise above 1% in 2016, we believe the Bank of England looks set to raise interest rates early next year.
In the third of a series of four articles, Keith Wade and Marcus Jennings discuss how climate change will affect developed and developing countries differently.
In the second of a series of four articles, our economists examine various methods of quantifying the impact of climate change on global economic activity.
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