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

Fed delivers on the hint - hard landing risks have risen

The Fed delivered on hint to raise rates by 75bp to bring down inflation. We see increased risks of a hard landing and remain cautious on equities and credit.

Claire Xiao
Blog 3 min read

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.

Claire Xiao + 2 others | 4 February 2022

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

Fed turns from friend to foe

Pace and extent of tightening cycle depends on the inflation dynamics and the terminal level of real rates the economy and markets can digest.

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