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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.
Devil will be in the details after Chinese plenum
There were hints of a greater focus on growth from the Chinese leadership’s third plenum, but markets want to see more concrete steps to prop up the economy
ECB will cut soon, but US divergence can’t be ignored
The European Central Bank is now on course to cut interest rates before the Federal Reserve, but sooner or later it will be captive to events in the US
Lower targets, more stimulus for China
March’s National People’s Congress in China will almost certainly set a reduced growth target of 5 per cent.
ECB in no rush to cut
While the odds on a soft landing for the developed world are rising, European growth is sluggish and we think the ECB will soon be under pressure to cut rates
Fundamentals: US consumers are resilient, but for how long?
A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.
The economy in 2024: Something will give
If US and other developed world interest rates have not peaked already, they will do so soon. And growth will stall. We give four potential scenarios for 2024.
PBoC ups ante on moves to meet growth target
Chinese authorities are accelerating what to date has been a relatively incremental easing of policy to support growth. There will be more to come.
Chart Room: Building a bigger bloc of BRICS
With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.
Fed hikes into the banking storm as hard landing risks rise
As expected, the impact of the past fortnight’s banking troubles was writ large on the Federal Reserve’s March meeting. But it is still raising rates.
Analyst Survey 2023: Light at the end of the tunnel
Boards are in damage-control mode, yet Fidelity’s 2023 Analyst Survey shows more than half of analysts expect the business cycle to turn within the year.
Inflation is slowing, the Fed may too
The opening data salvos of 2023 add to the case for the Federal Reserve to slow down on raising interest rates
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
Chart Room: Ukraine war cuts rate hike expectations
Rate expectations have dipped downwards in Europe and the US, but we expect the Federal Reserve to stick to its hawkish narrative for now.
Chart Room: Sentiment moderates amid rising costs and slower growth
Fidelity International’s latest monthly analyst survey reveals that the outlook for management sentiment is moderating as costs continue to rise.
Generating excess returns with value investing in bonds
Generating excess returns with value investing in bonds
Recession is here - how bad will it be?
Recession is here - how bad will it be?
Fidelity Leading Indicator: Keeping the dream alive
The FLI is keeping the dream of a solid acceleration into 2020 alive, and points to the worst being in the rear-view mirror.
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.
In 14 charts: China's unprecedented growth
China's unprecedented economic change in manufacturing and services has seen the country leapfrog its rivals in areas such as transport and mobile payments.
Fidelity Leading Indicator: deeper drop, with no sector spared
The FLI Cycle Tracker plunged deeper into the bottom-left quadrant indicating growth below-trend and decelerating
Forecasting markets in 2029: 10 years is a long time in finance
Long term forecasting and how Fidelity constructs its 10-year capital market assumptions .
Global growth: running out of steam
Global growth, which has been led by the US, is losing momentum, while China is also cooling.
There’s more to Asia than growth
Asia's traditional exposure to growth is attractive, but the region can offer investors many more solutions with its full menu of distinct investment factors.
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