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Emerging markets give clues to Fed rate cut timing
Want to know when the Fed or ECB will start cutting interest rates? You could do worse than look at their emerging markets counterparts.
Chart Room: A waiting game on rate transmission
The US continues to defy the gravity of rate hikes but a closer look at monetary policy transmission mechanisms suggests the effects are delayed, not denied.
PBoC ups ante on moves to meet growth target
Chinese authorities are accelerating what to date has been a relatively incremental easing of policy to support growth. There will be more to come.
Chart Room: Retail therapy for Japan’s ‘lowflation’ headache
The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.
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.
The Fed can’t paint over the cracks for long
Fidelity International's Chief Investment Officer for fixed income on what the SVB collapse means for the Fed and monetary policy.
A healthy economy remains key to China’s goals
A healthy economy remains key to China’s goals
Bank in a bind over LDI volatility
The Bank of England appears to be drawing a line in the sand to force sections of the pension system to deleverage faster.
Fed delivers on the hint - hard landing risks have risen
The Fed delivered on hint to raise rates by 75bp to bring down inflation. We see increased risks of a hard landing and remain cautious on equities and credit.
Remapping China risks
Amid rising investor uncertainty over China-related risks, we assess what’s changed and what hasn’t in the outlook for China’s markets and macro policy.
Fed resurrects Volckerism - but for how long?
The US central bank came out fighting after delivering its first rise in rates this cycle, but it is likely to be constrained by a cocktail of risks to growth
Chart Room: Rising rates aren’t always bad for ‘low vol’ strategies
Rising bond yields don’t automatically mean bad news for low volatility strategies; understanding why requires a closer look at each cycle of rate increases.
The Fed finds flexibility in QE tapering
The Fed finds flexibility in QE tapering timeline
Fed signals a fast taper as 2022 becomes the new lift-off battleground
Fed signals a fast taper as 2022 becomes the new lift-off battleground
Fed disconnects timelines for tapering and rate rises
At the annual Jackson Hole Symposium, Federal Reserve chairman Powell confirmed that the test of "substantial further progress" on inflation has now been met.
Central banks need to take action now on climate change
Central banks need to take action now on climate change
The BOJ expands purchases and eases further
The BOJ expands purchases and eases further
Fed dusts off crisis playbook with massive liquidity injection
Ultra-low interest rates and asset purchases will be with us for a long time yet.
Will ECB's Lagarde reach for the bazooka to avoid European liquidity crisis?
Tomorrow Christine Lagarde, head of the ECB, gets her chance to calm markets. Will she reach for the bazooka?
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
Fed prolongs expansion for those left behind
Fed funds rate remains unchanged amid strong labour market.
China stimulus takes aim
We think China's policymakers will focus on more targeted stimulus measures with more localised impact, like this week’s cut to a key policy rate.
Cool Heads: Romain Boscher and Marty Dropkin on earnings and consumer strength
Romain Boscher and Marty Dropkin discuss discuss the rebound in earnings and the divergence between manufacturing and consumer strength.
European Central Bank: Goodbye Mario, good luck Christine
ECB leaves rates unchanged at Draghi's final meeting.
ECB fires an 'open-ended' salvo
The ECB announced a wide-ranging 'easing' package, including a rate cut and a restart of its QE programme.
Decades of loose policy have left us in uncharted territory
Driven by loose monetary and fiscal policies, leverage is enormous and market dislocations numerous - anything could happen from here.
Central banks keep the show on the road, for now
Equity and bond markets don’t agree on what we should expect for the second half of the year. How should investors position in light of these mixed signals?
The ECB’s monetary policy is needlessly loose
The European Central Bank’s (ECB) unnecessarily loose monetary policy may leave it out of options when the next downturn comes.
Credit markets react to China's new easing measures
China’s emphasis on deleveraging has softened in recent months, but credit flow to the economy has remained weak.
Views from the desk: Diverging monetary policy
Diverging monetary policy
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