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Chinese policy crosses the Rubicon. What now?
A decisive policy pivot finally got markets excited again about China. But growth will only materialise if policymakers follow through with fiscal firepower.
How China keeps its debt in order
What is the fiscal firepower of the Chinese government? Depends on how much debt you think China really has. Our analysis is revealing.
China signals growth resolve with trillion-yuan bonds
China has announced the issuance of 1 trillion yuan ($140 billion) of special government bonds to help local governments struggling with debt.
China walks a familiar tightrope as it targets recovery
While most other major economies are moving to tighten, the construction-fueled stimulus that Beijing has sought to avoid is suddenly back on the cards.
Chart Room: Deploying the fiscal firehose
Chart Room: Deploying the fiscal firehose
Multi asset in 2021: Fiscal policy takes centre stage
Risks are finely balanced across markets.
Chart room: Governments open their fiscal taps
Doing "whatever it takes".
Analysing the shift from bad to less bad
The stimulus to fight the economic shutdown in the wake of the coronavirus is second only to the Marshall Plan following the Second World War.
Fidelity CIOs on the response needed to stabilise the markets
Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks
Your move, governments
Markets are reacting to two shocks in one day: an oil price drop and coronavirus risk. They form a clear catalyst for fiscal policy action.
Coronavirus: will there be a global recession?
Market expectations of intervention remain high.
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