OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
Central banks fighting yesterday’s battles as credit crunch looms
Central banks fighting yesterday’s battles as credit crunch looms
Chart Room: Will the renminbi’s stable attraction woo Asian partners?
While the market traditionally focuses on the renminbi’s performance against the US dollar, we think its relationship with Asian peers deserves more attention.
Chart Room: Is the US labour market ready to crack?
The latest survey of Fidelity sector analysts shows expectations of layoffs by US and European companies over the next year.
Fed hikes into the banking storm as hard landing risks rise
As expected, the impact of the past fortnight’s banking troubles was writ large on the Federal Reserve’s March meeting. But it is still raising rates.
Suisse roll-up
An historic last-minute takeover of Credit Suisse by UBS offers an imperfect solution as regulators seek to contain broader systemic risk.
Chart Room: Bank blow-ups and tight labour markets make a hard day’s night for the Fed
Chart Room: Bank blow-ups and tight labour markets make a hard day’s night for the Fed
Chart Room: Sentiment turns positive, but can it hold?
Chart Room: Sentiment turns positive, but can it hold?
ECB still hiking but markets are focusing on the end point
President Lagarde tries to deliver another hawkish shock, but markets sense we are near the end of the hiking cycle for the ECB.
Inflation is slowing, the Fed may too
The opening data salvos of 2023 add to the case for the Federal Reserve to slow down on raising interest rates
Chart Room: Looking back on an inflationary Catch-2022
Eight charts that capture the inflationary torment of 2022 and shine a light on what’s ahead.
ECB rates stance raises risks of financial instability for 2023
If the ECB matches its hawkish rhetoric with policy action, concerns about the bloc's periphery may return, adding to concerns for investors next year.
Fed meeting: Powell provides another hawkish push
The dip in headline inflation numbers may have led the US Federal Reserve to slow down on policy in December, but longer-term risks to growth are piling up.
Fidelity Analyst Survey: Inflation starts to peak
November’s survey of Fidelity’s 150 sector analysts highlights the pain businesses and households are experiencing, but that inflation is already easing.
New world, new playbook
We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.
Macro 2023: What happens next depends on the Fed
The global economy continues to face a confluence of challenges heading into 2023. A recession is likely in the US and near certain in Europe and the UK
Fed seeks to dampen ‘pivot mania’
Fighting inflation remains the Federal Reserve’s sole objective, with no pivot in sight.
Time to look beyond market turmoil and focus on China’s long-term growth
Time to look beyond market turmoil and focus on China’s long-term growth
ECB hikes 50bp but window to hike further is closing
The ECB finally raises interest rates
ECB: Too much too soon could be a riskier strategy
The European Central Bank lays out its tightening path.
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.
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.
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.
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.
ECB joins the hawkish bandwagon
Hawkish pivot gives the Governing Council more policy flexibility.
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.
CIO podcast: Why the Fed won't be so hawkish
Global Chief Investment Officer Andrew McCaffery on the outlook for central banks
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.
Mapping US election tail risks: a framework-based approach
Mapping US election tail risks: a framework-based approach
Near-zero rates expected through 2023 amid Fed concern about the economy
Fed offers forward guidance following shift in inflation targeting framework.
FLI: An 'uneasy' economic stabilisation ahead
The FLI suggests that even with the impending tariff escalation, we are far from a global recession
Why the Fed pivoted and what happens next
The Fed's dovish tone might not last for long.
Show Results
This content is for investment professionals only.