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Peiqian Liu
Article 2 min read

Chart Room: Retail therapy for Japan’s ‘lowflation’ headache

The Bank of Japan has struggled to convince the public that inflation will stick. But recent data shows there could be a shift in consumers’ mentality.

Peiqian Liu + 2 others | 18 May 2023

Madeleine Kuang
Article 3 min read

China + 1 = ASEAN: A winning formula

A pandemic, a war and geopolitical tensions have caused global firms to rethink their supply chains, and many are eyeing the ASEAN region.

Madeleine Kuang + 2 others | 15 May 2023

Andrew McCaffery
Article 2 min read

Quarterly Outlook: Navigating the polycrisis - Part II

In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets.

Andrew McCaffery | 28 March 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.

Taosha Wang
Article 3 min read

Inflation’s bite won’t spoil China’s recovery

Spiralling prices were a headache for much of the world in 2022, and some are asking if it’s China’s turn.

Taosha Wang + 2 others | 13 March 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

Senan Yuen
Article 3 min read

A new golden age for China’s investment sector

China’s investment and wealth management industry is embracing a golden age. The onshore markets will remain an attractive long-term investment destination.

Senan Yuen + 1 other | 23 December 2022

Salman Ahmed
Article 5 min read

New world, new playbook

We move into 2023 in a changed world, and the opportunities and challenges will be different for investors going forward.

Salman Ahmed | 23 November 2022

Steve Ellis
Article 3 min read

Bonds are back in town

For over a decade, one of the main cards in investors’ pack - solid and steadily yielding government bonds - has been off the table. That era has ended.

Steve Ellis | 7 November 2022

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

Ming Gong
Article 3 min read

China’s property downturn may have found a floor

The government’s will to reform a wayward real estate industry is balanced against the more urgent task of reviving a slowing economy.

Ming Gong + 3 others | 12 July 2022

Andrew McCaffery
Article 3 min read

Q3 Investment Outlook: The Great Reset

Central banks have tried to strike a balance between reducing inflation by tightening financial conditions and mitigating the impact on economic growth.

Andrew McCaffery | 7 July 2022

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

ECB: Too much too soon could be a riskier strategy

The European Central Bank lays out its tightening path.

Miyuki Kashima
Article 3 min read

Now and zen: Japan’s quiet rise

Inflation may be a scourge elsewhere, but Japan is unruffled. Instead, the world’s third-largest economy is showcasing its appeal to investors.

Miyuki Kashima + 1 other | 15 May 2022

Leia Ma
Article 2 min read

Chart Room: As others hike rates, can China’s easing policy remain a cut above?

Cuts to the reserve requirement ratio remain China’s monetary policy weapon of choice. How they are wielded highlights the tightrope policymakers must walk.

Leia Ma + 3 others | 12 May 2022

Andrew McCaffery
Article 5 min read

Q2 Investment Outlook: The “Grand Chessboard” reconfigured; stagflation risks intensify

The global order is reconfigured and stagflation risks intensify.

Andrew McCaffery | 10 April 2022

Andrew McCaffery
Article 3 min read

Searching for safe havens amid a stagflation shock

High inflation and damaged growth will define the macro outlook for several quarters

Andrew McCaffery + 3 others | 8 March 2022

Fidelity International Global Macro & Asset Allocation Team
Article 6 min read

Mapping US election tail risks: a framework-based approach

Mapping US election tail risks: a framework-based approach

Louise Fribourg
Blog 1 min read

Fidelity Leading Indicator signals broad-based recovery

Four out of five FLI sectors are experiencing both growth and acceleration, with only Consumer and Labour lagging.

Louise Fribourg + 1 other | 8 September 2020

Louise Fribourg
Blog 2 min read

Fidelity Leading Indicator points to weak recovery

Business sentiment and trade are improving, among signals of a fragile recovery, but consumer confidence and industrial orders lag.

Louise Fribourg + 1 other | 12 August 2020

Stuart Rumble
Blog 1 min read

A heavy outlook for the US Dollar

The relentless spread of Covid-19 across the US and improving risk sentiment elsewhere is crimping demand for the safe-haven reserve currency.

Stuart Rumble + 2 others | 30 July 2020

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

Anna Stupnytska
Blog 1 min read

Anna Stupnytska | 18 June 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

Natalie Westerbarkey
Blog 2 min read

Macro briefing: EU Commission unveils historic aid package tied to Green Deal

The EU package is structured in the form of €500 billion of grants while the remaining €250 billion will be made available as loans.

Natalie Westerbarkey | 28 May 2020

Raji Menon
Blog 2 min read

Macro briefing: More stimulus expected, but will it be enough?

New figures show that more than 2.9 million workers applied for unemployment benefits, taking the total count to 36.5 million applications in two months.

Raji Menon | 14 May 2020

Anna Stupnytska
Blog 2 min read

Macro briefing: German court ruling may reduce ECB firepower

The German court ruling poses long-term risks to ECB's flexibility

Anna Stupnytska + 1 other | 7 May 2020

Andrew McCaffery
Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Raji Menon
Blog 1 min read

Macro briefing: Central banks prepare for further action as economic outlook darkens

The Eurozone economy contracted at the fastest rate on record in Q1

Raji Menon | 30 April 2020

Anna Stupnytska
Blog 2 min read

Fed holds fire for now, but ready for further action

The Fed Reserve made it clear that it is prepared to intervene further if required

Anna Stupnytska | 29 April 2020

Raji Menon
Blog 2 min read

Macro briefing: ECB relaxes collateral rules to accept junk bonds

ECB’s decision comes ahead of S&P Global Ratings’ review of Italy’s credit rating

Raji Menon | 23 April 2020

Wen-Wen Lindroth
Blog 2 min read

Macro briefing: Fed extends its reach to support employment

The Fed is now using all creative tools at its disposal to mitigate the surge of layoffs in the US.

Wen-Wen Lindroth | 17 April 2020

Adnan Siddique
Blog 2 min read

Macro briefing: Clock ticking on further fiscal support

Macro briefing: Clock ticking on further fiscal support

Adnan Siddique | 9 April 2020

Wen-Wen Lindroth
Blog 3 min read

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.

Wen-Wen Lindroth | 8 April 2020

Adnan Siddique
Blog 1 min read

Macro briefing: Data weak as new measures keep coming

Macro briefing: Data weak as new measures keep coming

Adnan Siddique | 2 April 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
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

Ario Emami Nejad
Blog 3 min read

Europe catches coronavirus: Inside the market sell-off

European equity and debt markets flipped from exuberance to pessimism after the coronavirus spread to Northern Italy.

Ario Emami Nejad + 2 others | 26 February 2020

Sajiv Vaid
Blog 2 min read

BOE shies away from insurance cut and prays for sustainable growth

The BoE held rates at its first meeting of the new year and its last before the UK leaves the EU

Sajiv Vaid | 30 January 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

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.

Ian Samson | 22 October 2019

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