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May's Rich Pickings podcast: The case against inflation
Why inflation will be some way off - and how portfolios are being adjusted as the old rules are torn up.
Fidelity CIOs: Dollar devaluation could be the end game from Fed actions
Fiscal and monetary stimulus could weaken the dollar and be inflationary.
China’s financial support targets second-order fallout from coronavirus
China’s healthcare workers have been struggling to contain the spread of coronavirus. Now, policymakers are grappling with the second-order financial effects.
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.
EM outlook: For China and the Fed, old habits die hard
China and the US Federal Reserve are falling back on old habits, which should provide some desperately-needed comfort to emerging markets.
Forecasting markets in 2029: 10 years is a long time in finance
Long term forecasting and how Fidelity constructs its 10-year capital market assumptions .
Multi Asset Outlook 2019: Complacency on inflation stalks markets
Fidelity International's multi asset outlook for 2019 examines the risk of a shock to markets from higher-than-expected inflation.
No surprises as the Fed sticks to the plan, for now
There were no surprises as the Fed stuck to the plan, and for good reason: data is strong and inflation on track.
Analyst Survey sees upward pressure on costs and wages - but not on prices
The Fidelity Analyst Survey sees cost and wage pressures starting to increase in the next 12 months.
Buckle opinion: Fed raises rates; can't be many in 2018
David Buckle's opinion on the Fed reserve rates decision
Easy days could soon be over: central bank policy normalisation
Easy monetary policy could soon be over, with huge consequences for debt, asset prices, inflation and much else.
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