Tariffs pause. Now what?
A pause in tariffs has stabilised markets for the moment, but the ground has clearly shifted. Our focus from here is earnings expectations.
Trump wins
Donald Trump has won the US presidential election. Here Fidelity International’s economists and investment managers discuss some of the likely impact.
US elections: stick to the fundamentals
Predicting stock market swings after a White House campaign has been a fool’s game historically. Track the broader factors driving company fundamentals instead
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
Debt will be the issue for France after election surprise
A surprise election result still leaves France headed for more uncertainty in the days and weeks to come.
UK election likely to spur an economic shift
The Labour Party's policies coupled with a more volatile political environment in Europe may prove an inflection point for UK assets
Middle East attacks hint at another shock for markets
Middle East attacks hint at another shock for markets. Fidelity analysts discuss oil and markets' reaction.
A scenario analysis of the US debt ceiling standoff
A scenario analysis of the US debt ceiling standoff
US midterms and a history of stock market gains
The division of power after US midterm elections has led to calmer stock markets and positive investment returns. 2023 may yet prove more of an exception.
Looking through the gridlock
The initial returns from US midterm elections point to a high likelihood of gridlock in Washington for the next two years.
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