Skip Header

Choose your location

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

ECB: Too much too soon could be a riskier strategy

The European Central Bank lays out its tightening path.

Miyuki Kashima
Article 3 min read

Now and zen: Japan’s quiet rise

Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.

Miyuki Kashima + 1 other | 15 May 2022

Eric Tse
Blog 2 min read

Chart Room: Pole position for China’s electric autos

Despite rising materials costs, supply bottlenecks, and cloudy global macro conditions, China’s electric vehicle sector still looks charged for growth.

Eric Tse + 3 others | 6 April 2022

Fidelity International Global Macro & Asset Allocation Team
Article 2 min read

ECB faces huge dilemma as Russian invasion of Ukraine unfolds

The ECB’s accelerated reduction in asset purchases came as a surprise. There may be more changes to come.

Fidelity International Global Macro & Asset Allocation Team
Article 1 min read

Cautious positioning required as Ukraine escalation adds to stagflationary risks

The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.

Fidelity International Global Macro & Asset Allocation Team
Blog 3 min read

ECB joins the hawkish bandwagon

Hawkish pivot gives the Governing Council more policy flexibility.

Shashank Manchanda
Blog 2 min read

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.

Shashank Manchanda + 2 others | 27 January 2022

Salman Ahmed
Article 5 min read

Macro view 2021: Debt, the elephant in the room

As policymakers and investors grapple with their new reality, the elephant in the room they’ll have to confront will be how to manage the heavy public debt.

Salman Ahmed + 2 others | 27 November 2020

Fidelity International Global Macro & Asset Allocation Team
Article 6 min read

Mapping US election tail risks: a framework-based approach

Mapping US election tail risks: a framework-based approach

Anna Stupnytska
Blog 2 min read

Near-zero rates expected through 2023 amid Fed concern about the economy

Fed offers forward guidance following shift in inflation targeting framework.

Anna Stupnytska | 16 September 2020

Ian Samson
Blog 2 min read

FLI: An 'uneasy' economic stabilisation ahead

The FLI suggests that even with the impending tariff escalation, we are far from a global recession

Ian Samson | 8 August 2019

Anna Stupnytska
Article 3 min read

Why the Fed pivoted and what happens next

The Fed's dovish tone might not last for long.

Anna Stupnytska | 29 March 2019

Show Results