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Max Stainton
Article 3 min read

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

Max Stainton + 1 other | 11 April 2024

Peiqian Liu
Article 3 min read

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.

Peiqian Liu + 2 others | 13 February 2024

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

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

Patrick Graham
Article 3 min read

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.

Patrick Graham + 1 other | 20 December 2023

Salman Ahmed
Article 4 min read

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.

Salman Ahmed | 17 November 2023

Peiqian Liu
Article 2 min read

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.

Peiqian Liu + 1 other | 18 September 2023

Paul Greer
Article 2 min read

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.

Paul Greer + 1 other | 13 September 2023

Fidelity International Global Macro & Asset Allocation Team
Article 3 min read

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.

Ned Salter
Article 5 min read

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.

Ned Salter + 2 others | 6 February 2023

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

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

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

Salman Ahmed
Blog 2 min read

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.

Salman Ahmed + 2 others | 3 March 2022

Terry Raven
Blog 2 min read

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.

Terry Raven + 1 other | 5 August 2021

Lucette Yvernault
Article 3 min read

Generating excess returns with value investing in bonds

Generating excess returns with value investing in bonds

Lucette Yvernault + 1 other | 4 August 2021

Anna Stupnytska
Blog 3 min read

Recession is here - how bad will it be?

Recession is here - how bad will it be?

Anna Stupnytska | 20 March 2020

Ian Samson
Article 2 min read

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.

Ian Samson | 26 November 2019

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

Bob Chen

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.

Bob Chen + 2 others | 16 September 2019

Ian Samson
Blog 3 min read

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

Ian Samson | 7 February 2019

David Buckle
Article 7 min read

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 .

David Buckle | 16 January 2019

Anna Stupnytska
Article 3 min read

Global growth: running out of steam

Global growth, which has been led by the US, is losing momentum, while China is also cooling.

Anna Stupnytska | 3 September 2018

Riccardo Muscio
Article 8 min read

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.

Riccardo Muscio + 2 others | 6 July 2018

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