OverviewWhat type of client are you?
Choose your location
Choose your location
Choose your location
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.
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.
Chart Room: Digging into China’s GDP growth
A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.
The New Economic Order
We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.
Spiking US unemployment could unleash a cascade of systemic risks
The unprecedented rise in US unemployment has the potential to set off a chain of events that could destabilize already fragile markets.
Macro briefing: Heavyweight policies launched but more may be required
Macro briefing: Heavyweight policies launched but more may be required
Recession is here - how bad will it be?
Recession is here - how bad will it be?
Global GEAR suggests economy remains on weak footing
Our proprietary Gauges of Economic Activity in Real-Time (GEAR) is flat but there is plenty of divergence at the individual country level.
FLI: Surprisingly upbeat into Q4
The Fidelity Leading Indicator (FLI) showed firm improvement in September
Show Results
This content is for investment professionals only.