Insight. Perspective. Ideas. Here's one-stop access to a wealth of Fidelity market knowledge from Fidelity's Market Analysis, Research and Education (MARE) group, a unit of Fidelity Management & Research Company that provides timely analysis on developments in the financial markets.

General Market Perspectives and Economic Commentary

• The Fed & Rates: Waiting for Job Gains? (PDF) 1/25/10
• Top 10 Surprises in 2009 (PDF) 12/24/09
• Ample Global Liquidity Helps Lift Asset Prices (PDF) 11/24/09
• Productivity Gains Surprisingly Strong (PDF) 10/29/09
• U.S. Financial System: One Year After the Crisis (PDF) 10/26/09
• How the U.S. Economic Recovery Might Unfold (PDF) 9/9/09
• U.S. Housing: Glimpses of Stabilization Offer Hope (PDF) 8/27/09
• Inflation: A Threat or Not? (PDF) 7/28/09
• U.S. Economic Update: Improving But Still Fragile (PDF) 6/16/09
• U.S. Banks Feeling Less Stressed? (PDF) 6/5/09
• Global Growth Opportunities: Down But Not Out (PDF) 5/22/09
• The Road Map to Recovery: Leading Economic Indicators (PDF) 5/15/09
• Economic Indicators: Global Trade (PDF) 3/30/09
• Stimulus Scorecard: Evaluating the Plan (PDF) 2/19/09
• Putting the "TAR" Back into the TARP (PDF) 2/10/09

Equity Markets

• Which Market Cap Segment Leads in 2010 (PDF) 12/22/09
• Emerging-Market Stocks: Valuations Still Reasonable (PDF) 9/28/09
• Asset Class Update: Equity Style Leadership Firmly in Growth Mode (PDF) 8/6/09
• Corporate Earnings Turn Positive: Is the Trend Sustainable (PDF) 6/12/09
• Commodities: Price Stabilization May Present Opportunity (PDF) 4/27/09
• Fast Starts: Sector Leadership in Nascent Bull Markets (PDF) 3/23/09
• How Will the Bear Market End? (PDF) 3/17/09
• US Stocks: Worst Decades Often A Harbinger of Better Returns (PDF) 3/11/09
• Bull Markets: The Early Bird Caught Returns (PDF) 2/6/09

Fixed Income Markets

• Rising Inflation Expectations Put Spotlight on TIPS (PDF) 1/29/10
• U.S. Credit Markets: Borrowing Costs Continue to Decline (PDF) 9/3/09
• Build America Bonds Ease Stress in Muni Bond Market (PDF) 6/30/09
• Bond Market Reversal: More Appetite for Risk (PDF) 6/2/09
• U.S. Credit Market Update: One Step Closer to Stabilization (PDF) 5/6/09
• Muni Bonds: Yielding More As High-Quality Credits Tested (PDF) 2/23/09
• U.S. Credit Market Update: Government Efforts Yielding Improvement (PDF) 2/4/09

Quarterly Market Updates

• Q4 2009 Sector Snapshot (PDF) 1/19/10
• 2009 Market Update (PDF) January 2010
  [with text analysis (PDF) ]
• Q3 2009 Earnings Update: Profits Easily Exceeding Expectations (PDF) 11/4/09
• Q3 2009 Sector Snapshot (PDF) 10/12/09
• Q3 2009 Market Update (PDF) October 2009
  [with text analysis (PDF) ]

Investing Insight

• Excess Global Liquidity Boosts Demand for Gold (PDF) 11/19/09
• One Way to Play a Falling Dollar (PDF) 11/10/09
• Still-High Cash Levels May Provide Further Fuel For Stocks (PDF) 10/22/09
• Crisis Behavior: Stay-the-Course Investors Move Ahead of Panic Sellers (PDF) 10/16/09
• Where to Find Diversification in a Highly Correlated World (PDF) 9/21/09
• Four Reasons Why Diversification Remains a Valid Strategy (PDF) 7/21/09
• Parked Cash Hoard: Fuel for Further Stock Gains (PDF) 6/22/09
• Real Return Strategy: Hedging Against the Risk of Higher Inflation (PDF) 5/1/09
• Inflation Factor: No (Risk) Free Lunch (PDF) 4/20/09
• Investors Find Sparkle in Gold’s Unique Traits (PDF) 4/3/09
• Bear Markets Often Breed Bad Behavior: The Perils of Herding to Cash (PDF) 3/5/09