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George Efstathopoulos
Blog 2 min read

Chart Room: Correlations boil and bubble 🎃 and may spell toil and trouble 🦇

In this follow-up special Halloween edition of Chart Room, we look at how correlations are casting a spell over markets.

George Efstathopoulos + 3 others | 29 October 2020

Anthony Doyle
Blog 1 min read

Chart Room: Government debt climbs to spooky heights

In this special Halloween edition Chart Room (part 1 of 2), we look at the frightening levels of government debt around the world.

Anthony Doyle + 2 others | 22 October 2020

Natalie Briggs
Blog 1 min read

Chart room: European cyclicals vulnerable if manufacturing data moderates

Any moderation in the growth of new manufacturing orders could make cyclicals vulnerable to a de-rating.

Natalie Briggs + 2 others | 8 October 2020

George Efstathopoulos
Blog 1 min read

Chart Room: Is disinflation lurking around the corner?

In a bullish signal, the bond market’s short-term expectations for US inflation are back near pre-crisis levels. But are investors being overly optimistic?

George Efstathopoulos + 3 others | 24 September 2020

Jon Guinness
Blog 2 min read

Chart Room: Why some tech valuations may be lower than you think

A closer look at longer-term valuations reveals some surprising trends in tech.

Jon Guinness + 3 others | 17 September 2020

George Efstathopoulos
Blog 2 min read

Chart Room: Emerging market currencies lag on inflation risks

EM countries are using some of the same monetary and fiscal measures as developed markets. But this could add to rising inflation and currency weakness.

George Efstathopoulos + 3 others | 10 September 2020

Louise Fribourg
Blog 1 min read

Fidelity Leading Indicator signals broad-based recovery

Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.

Louise Fribourg + 1 other | 8 September 2020

Ming Gong
Blog 4 min read

China property: Built for the long run

Facing challenges in their core business of building and selling new homes, Chinese real estate developers have found an alternative source of revenue.

Ming Gong + 1 other | 24 August 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator points to weak recovery

Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.

Louise Fribourg + 1 other | 12 August 2020

Monica Li
Blog 4 min read

Chinese banks are due for national service

As governments around the world exhaust their policy arsenals to save economies, China is reaching for a secret weapon unrivaled by most countries.

Monica Li + 2 others | 31 July 2020

Ian Samson
Article 1 min read

Chart Room: Mobility data shows most economies are rebounding slowly

Economic activity is being determined by virus response rather than slower-moving traditional industrial cycles. We need to adjust our toolkits accordingly.

Ian Samson + 2 others | 28 May 2020

Ian Samson
Blog 2 min read

Fidelity Leading Indicator shows broad weakness as the focus turns to recovery

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 12 May 2020

Ian Samson
Blog 2 min read

FLI: Consumer pain leads the way

The three-month Fidelity Leading Indicator growth rate is already halfway to the Global Financial Crisis trough.

Ian Samson + 1 other | 8 April 2020

Ian Samson
Blog 1 min read

FLI: Consumer confidence holds up amid broad-based slowdown

For the first time in two years the Fidelity Leading Indicator cycle tracker signals both below-trend growth and deceleration.

Ian Samson | 10 March 2020

George Efstathopoulos
Blog 2 min read

Markets flash volatility on, risk off, but pockets of resilience remain

Risk assets extended their recent selloff, but amid the renewed volatility are some areas of unexpected outperformance.

George Efstathopoulos + 2 others | 26 February 2020

Paras Anand
Blog 2 min read

When the playbook stops working

Why did markets wait so long to sell off in the wake of the Covid-19 coronavirus outbreak?

Paras Anand | 24 February 2020

Fidelity International
Blog 3 min read

Market volatility spikes on coronavirus impact

How should investors respond to the uncertainty caused by the coronavirus outbreak, and the volatility it may create?

Fidelity International | 12 February 2020

Forest Shultz
Blog 2 min read

China’s stimulus is working, but credit markets hold longer-term risks

The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.

Forest Shultz + 4 others | 18 April 2019

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