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A dovish hike but Fed may be forced to do more
A dovish hike but Fed may be forced to do more as labour market remains strong
Chart Room: Fingers in the punch bowl
Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.
Chart Room: Home is where the supply shortage is
Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.
Chart Room: Digging into China’s GDP growth
A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.
Biden is the change candidate in the US elections
Democrat hopeful Joe Biden is the current favourite to win in November's US presidential elections, but it is too early to take a firm view.
The Fidelity Leading Indicator finds a floor
The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.
FLI takes another leg down despite lockdowns easing
The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.
ECB pleases markets with additional €600bn stimulus
The central bank has increased the size of its pandemic stimulus package to €1.35 trillion
Massive US fiscal package needs effective implementation
A rescue package for ‘Main Street’ has been agreed. This far-reaching deal unlocks funds to support the US economy, but implementation is crucial.
Coronavirus: will there be a global recession?
Market expectations of intervention remain high.
How to navigate China's economic lockdown
The Covid-19 coronavirus outbreak has delivered an exogenous shock to China’s economy, one that has ramifications for global growth.
Cool Heads: Ian Samson and Andrea Iannelli on growth and inflation
Ben Deane sets out what’s been driving inflation, Ian Samson explains his outlook for the coming months and Andrea Iannelli examines what it means for markets.
Fidelity Leading Indicator: Stronger data indicate a recovery
Improvement in global growth has been reassuringly broad-based
China’s April data disappoints market expectations of resilience
Data on industrial production, retail sales and investment all surprised to the downside.
GEAR update: US and Japan join the slowdown
GEAR update: US and Japan join the slowdown
Fidelity Leading Indicator: Qualified optimism or qualified pessimism
Our proprietary Fidelity Leading Indicator (FLI) is edging up towards the ‘top-left’ quadrant, which suggests that a trough could be approaching.
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