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Fidelity International Global Macro & Asset Allocation Team
Article 1 min read

A dovish hike but Fed may be forced to do more

A dovish hike but Fed may be forced to do more as labour market remains strong

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

Chart Room: Fingers in the punch bowl

Central bankers seeking to deploy rate hikes against inflation risk collateral damage as tighter policy threatens already swollen debt servicing costs.

Shashank Manchanda
Blog 2 min read

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.

Shashank Manchanda + 2 others | 27 January 2022

Mo Ji
Blog 2 min read

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.

Mo Ji + 3 others | 21 October 2021

Aditya Khowala
Article 5 min read

Biden is the change candidate in the US elections

Democrat hopeful Joe Biden is the current favourite to win in November's US presidential elections, but it is too early to take a firm view.

Aditya Khowala + 2 others | 30 July 2020

Louise Fribourg
Blog 2 min read

The Fidelity Leading Indicator finds a floor

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 16 July 2020

Louise Fribourg
Blog 2 min read

FLI takes another leg down despite lockdowns easing

The FLI now points to a quarterly contraction about 125 per cent of the magnitude of that seen in the depth of the GFC.

Louise Fribourg + 1 other | 9 June 2020

Anna Stupnytska
Blog 2 min read

ECB pleases markets with additional €600bn stimulus

The central bank has increased the size of its pandemic stimulus package to €1.35 trillion

Anna Stupnytska | 4 June 2020

Anna Stupnytska
Blog 1 min read

Massive US fiscal package needs effective implementation

A rescue package for ‘Main Street’ has been agreed. This far-reaching deal unlocks funds to support the US economy, but implementation is crucial.

Anna Stupnytska | 25 March 2020

Anna Stupnytska
Article 4 min read

Coronavirus: will there be a global recession?

Market expectations of intervention remain high.

Anna Stupnytska + 1 other | 2 March 2020

Bryan Collins
Blog 5 min read

How to navigate China's economic lockdown

The Covid-19 coronavirus outbreak has delivered an exogenous shock to China’s economy, one that has ramifications for global growth.

Bryan Collins | 19 February 2020

Fidelity International
Video 6 min watch

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.

Fidelity International | 24 October 2019

Ian Samson
Blog 2 min read

Fidelity Leading Indicator: Stronger data indicate a recovery

Improvement in global growth has been reassuringly broad-based

Ian Samson + 1 other | 10 June 2019

Ian Samson
Blog 2 min read

China’s April data disappoints market expectations of resilience

Data on industrial production, retail sales and investment all surprised to the downside.

Ian Samson + 1 other | 15 May 2019

Ian Samson
Blog 1 min read

GEAR update: US and Japan join the slowdown

GEAR update: US and Japan join the slowdown

Ian Samson + 1 other | 27 February 2019

Ian Samson
Blog 3 min read

Fidelity Leading Indicator: Qualified optimism or qualified pessimism

Our proprietary Fidelity Leading Indicator (FLI) is edging up towards the ‘top-left’ quadrant, which suggests that a trough could be approaching.

Ian Samson | 11 October 2018

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