Fidelity‘s Asset Class Outlook for 2017 is out!
Markets have been quick in adapting to a post-Trump, post-Brexit landscape. What lies ahead for equites, fixed income and alternatives? Find out our views here http://bit.ly/2fZANVP
Helicopter money? Make sure you read our checklist before taking off. Our latest paper available online on the Fidelity website. Enjoy!
https://www.fidelity.de/static/pdf/institutional/checklist-for-wanna-be-helicopter-pilots.pdf
As we still digest this week’s U.S. Non-Farm Payrolls report, I have put together an overview of what is going on in the world, and where I think we are heading.
In particular I have recently been thinking a lot about inflation, or lack of any, that we are witnessing on a global scale. Whether this trend reverses in the coming months will be extremely important for both Wall Street and Main Street.
I am pretty confident that this will not happen, that deflation or flat lining prices are here to stay, and this will lead to anaemic growth for quite a few years, as debt sustainability will continue to be an issue. Here’s why. Continue reading
This week’s FOMC meeting got quite a few observers worried that the market might be pricing in too benign a path for US rates when compared to the median forecasts for Fed Funds issued by the Committee for the next two years.
As markets start getting a little jittery, three themes in particular have caught my attention, amidst the ton of material that has been published over the last few days. Here’s an overview, with links to all relevant references. And no, I won’t mention Scotland… Continue reading
This week’s meeting between the Chinese premiere Xi Jinping and his Indian counterpart, Narendra Modi provides the perfect backdrop to kick off MacroCentral.com. We take a look at India in particular, with a brief analysis of the successes achieved to date on the economic front by the government and the RBI, as well as as the economic challenges that the country faces going forward.
The two heads of state, who represent a grand total of more than 2.5bio people, surely have had a lot to discuss, as they need to balance their diplomatic issues with their economic interests. India is seen by many as a China-in-the-making, with the former lagging the latter by about 10years. The WSJ ran a great comparison between the two economies recently, showing how the two countries look alike.
MacroCentral.com 