Scanning the horizon for signs of recession
by Fidelity Viewpoints Key takeaways Geopolitical, supply chain, and policy challenges are pushing up inflation and interest rates,…
April 14, 2022
Key recession indicator flashes a warning
by Jurrien Timmer, Director of Global Macro, Fidelity Investments An inverted yield curve often precedes recessions. But this…
April 6, 2022
The Fed Makes a Hawkish Pivot
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways Although the 0.25 percentage point hike last…
March 25, 2022
Commodity Prices Go Wild
by Fidelity Viewpoints Key takeaways Gas, nickel, and potash prices have skyrocketed, among other commodities. Though some commodity…
March 20, 2022
A case for higher gold prices
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Are inflation, the Ukraine conflict, and other factors conspiring…
March 2, 2022
What does the Ukraine crisis mean for markets?
by Fidelity Viewpoints Russia may threaten Ukraine, but investors should stay calm. Key takeaways The conflict between Russia…
February 16, 2022
Peak inflation and value stocks
by Fidelity Viewpoints Here are 3 reasons why inflation may soon slow—and value stocks could shine. Key takeaways…
February 10, 2022
What level of returns could we see this year?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Valuations and earnings are pointing to a modest stretch…
February 9, 2022
Jurrien Timmer: Are we out of the woods yet?
The worst of the market's decline may be over. Now we could be in a holding pattern. by…
February 2, 2022
Market pullback: What's ahead?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The market's pullback since the start of…
January 27, 2022
Markets hit the rate reset button
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways Minutes from a recent Fed meeting indicate…
January 17, 2022
Economy: Shifting policy and potential volatility
Investors should keep an eye on these "post-peak" themes in 2022. by Fidelity Investments Key takeaways With US…
January 5, 2022
2022 outlook: A mid-cycle market
The year ahead may be noteworthy for being more “normal”–still growing, just slower. by Jurrien Timmer, Director of…
December 21, 2021
2022: Where to look for stocks
by Fidelity Investments Key takeaways COVID, inflation, and supply chain backups are likely to be hurdles for investors…
December 16, 2021