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Market Outlooks
Weekly Market Compass: Some countries and states are easing lockdowns, while politicians debate what to do next
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One month ago in this blog, I noted that April would be a critical month to gauge the global response to the COVID-19 pandemic.
Market Outlooks
The Government Responds with Extraordinary Measures
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The Federal Reserve and Washington lawmakers have taken dramatic steps to counteract the effects of the COVID-19 virus on the economy.
Market Outlooks
Second Quarter 2020 Quarterly Market Update
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Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Market Outlooks
Weekly Market Compass: Congress readies for negotiations over the next stimulus bill, while governors decide when and how to re-open state economies
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For months, I have talked about the importance of policy in combatting the COVID-19 crisis: health policy, monetary policy, and fiscal policy.
Market Outlooks
Weekly Market Compass: The Federal Reserve unveils more tools to help the US economy while Congress debates its next step
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A great deal of news has been announced over the last week, and it can be difficult to determine what’s the most meaningful for markets. Here are the items I’m focused on this week.
Market Outlooks
View of the Business Cycle by Fidelity's Asset Allocation Research Team
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A review of the current state of the U.S. business cycle and the effects of the spread of COVID-19, as well as the potential implications for asset allocation.
Market Outlooks
Weekly Market Compass: Assessing the globe’s three-pronged policy response to coronavirus
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he coronavirus pandemic is spreading in Europe, the UK, Canada, and the US — and economic activity is grinding to a halt in some sectors as discretionary spending and activity have been sharply reduced in favor of basic needs.
Market Outlooks
Weekly Market Compass: Could the surge in market volatility signal the end of the current market cycle?
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Last Friday, Russia surprised markets by refusing the production cuts the rest of OPEC+ supported — cuts that were needed to stabilize oil prices in the face of the coronavirus-related hit to global demand. Saudi Arabia responded over the weekend by announcing an actual increase in oil production. This comes on the heels of an announcement by Italy effectively shutting down much of northern Italy.
Market Outlooks
Weekly Market Compass: As markets struggle, where do global economies go from here?
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We have seen a rapid and dramatic market correction as a result of the news flow around the COVID-19 outbreak. This appears to be an overreaction, in my view — but I would not be surprised to see the sell-off continue as uncertainty remains high on key issues: ease of transmission, length of time a person can be infected and contagious without showing symptoms, mortality rates, and length of time before the infection rate stabilizes globally.
Market Outlooks
Weekly Market Compass: Recent data reveal the economic impact of coronavirus
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Last week both the S&P 500 and Nasdaq Composite indexes hit all-time highs mid-week before falling significantly at the end of the week on fears about the novel coronavirus (also known as COVID-19) impacting economic growth. Concerns about the contagion were amplified by the release of US Purchasing Managers’ Index (PMI) flash data for February.