Overview
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.
Growth targets take a backseat in China’s new economic plan
Domestic consumption and technology growth will be prioritised as the government reveals overarching guidelines for the country’s 14th five-year plan.
Hong Kong and the relevance of economic resilience
Markets recently reflected uncertainty over Hong Kong’s status as a centre for international finance, but investors would do well to take a longer-term view.
Timing of Trump impeachment could further weaken global economy
Trump's impeachment comes as the latest ISM data shows US manufacturing firmly in contraction territory.
FLI: Another solid month indicates that global recession fears are overblown
Our Fidelity Leading Indicator boosts hopes that the worst is firmly behind us, and that the next move in global growth will be to the upside.
Volatility could create opportunities to buy high-quality cyclicals
Investors should consider rotating away from overbought defensive assets into largely-ignored cyclical growth stocks.
FLI: An 'uneasy' economic stabilisation ahead
The FLI suggests that even with the impending tariff escalation, we are far from a global recession
Gold glitters amid equity market sell-off, and still has room to run
We expect gold's status as a traditional safe haven will continue to support the price or even drive it higher.
Is seven an unlucky number for China’s currency?
China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.
Trump ratchets up US-China trade war with new tariffs
Donald Trump announced on Twitter this week that he plans to add new import tariffs on $300 billion of Chinese-made products
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