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

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.

Salman Ahmed
Blog 6 min read

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.

Salman Ahmed + 3 others | 21 March 2022

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

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

Hiten Savani
Blog 2 min read

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.

Hiten Savani + 1 other | 17 February 2022

Anna Stupnytska
Blog 2 min read

The Fed finds flexibility in QE tapering

The Fed finds flexibility in QE tapering timeline

Anna Stupnytska | 3 November 2021

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

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

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

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.

Anne Richards
Article 3 min read

Central banks need to take action now on climate change

Central banks need to take action now on climate change

Anne Richards | 7 May 2021

Katsumi Ishibashi
Article 4 min read

The BOJ expands purchases and eases further

The BOJ expands purchases and eases further

Katsumi Ishibashi | 27 April 2020

Tim Foster
Blog 1 min read

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.

Tim Foster | 12 March 2020

James Durance
Blog 2 min read

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?

James Durance | 11 March 2020

Andrew McCaffery
Video 9 min watch

Andrew McCaffery + 2 others | 10 March 2020

Wen-Wen Lindroth
Article 3 min read

Fed prolongs expansion for those left behind

Fed funds rate remains unchanged amid strong labour market.

Wen-Wen Lindroth + 1 other | 29 January 2020

George Efstathopoulos
Blog 3 min read

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.

George Efstathopoulos | 7 November 2019

Fidelity International
Video 6 min watch

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.

Fidelity International | 31 October 2019

Andrea Iannelli
Article 3 min read

European Central Bank: Goodbye Mario, good luck Christine

ECB leaves rates unchanged at Draghi's final meeting.

Andrea Iannelli | 24 October 2019

Tom Ackermans
Blog 3 min read

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.

Tom Ackermans | 12 September 2019

Romain Boscher
Article 3 min read

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.

Romain Boscher | 24 July 2019

Bill McQuaker
Blog 2 min read

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?

Bill McQuaker | 26 June 2019

Anna Stupnytska
Blog 1 min read

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.

Anna Stupnytska | 27 July 2018

Bryan Collins
Blog 3 min read

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.

Bryan Collins + 4 others | 27 July 2018

Curtis Evans
Video 4 min watch

Curtis Evans | 14 December 2017

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