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

• Parked Cash Hoard: Fuel for Further Stock Gains (PDF) 6/22/09
• 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
• Obamas Economic Challenge: The Velocity of Hope (PDF) 1/16/09
• Top 10 Surprises of 2008 (PDF) 1/2/09
• The Fed Wages An Unconventional Battle (PDF) 12/17/08
• Five Reasons Why Today is Different From the Great Depression (PDF) 11/25/08
• Investor Whiplash Trend Reversals in the Global Economy (PDF) 10/29/08
• Governments Expand Financial and Economic Rescue Efforts (PDF) 10/14/08
• Market Meltdown: Is the World on Fire or Trading at Fire-Sale Prices (PDF) 10/9/08
• Government Rescue Plan Vital Effort for Stabilization (PDF) 9/29/08
• Economic Indicators: Housing (PDF) 9/26/08
• U.S. Government Assumes Leading Role in Mortgage Market (PDF) 9/8/08
• 2008 Elections: Dont Forget About Congress (PDF) 9/4/08
• Understanding Economic Indicators: Consumer Confidence (PDF) 8/11/08
• Fannie & Freddie: Lynchpins of the Bond & Housing Markets (PDF) 8/5/08
• Searching for Returns That Outpace Inflation (PDF) 7/25/08

Equity Markets

• 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
• Foreign Stock Valuations Hit Multi-Decade Lows (PDF) 12/2/08
• US Stocks Often Have Rebounded During Recessions (PDF) 11/19/08
• Is the US Stock Market Cheap? (PDF) 11/13/08
• Bear Necessities: Down Markets Often Breed Opportunity (PDF) 10/21/08
• Stock Market's Worst Days Often Followed By Gains (PDF) 9/30/08
• Best U.S. Stock Returns Born Out of Troubled Times (PDF) 9/22/08
• 2000s: A "Lost Decade" for U.S. Stocks? (PDF) 7/31/08
• U.S. Stocks: A Long-Term View Amid Short-Term Turmoil (PDF) 7/25/08
• Five Reasons Investing In Foreign Stocks Still Makes Sense (PDF) 6/18/08
• The Long-Term Potential of Emerging Markets (PDF) 6/4/08

Fixed Income Markets

• 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
• U.S. Credit Market Update: Some Thawing Still Distressed (PDF) 12/09/08
• U.S. Credit Market Update: Is the Financial Crisis Abating (PDF) 11/6/08
• High-Yield Bonds: Record Yields Cushion Economic Uncertainty (PDF) 1/29/09
• IG Bonds: Portfolio Stabilizer When Stocks Decline (PDF) 10/27/08
• Investment-Grade Bonds: Weathering the Credit Market Storm (PDF) 8/22/08

Quarterly Market Updates

• Q1 2009 Sector Snapshot (PDF) 04/14/09
• Q1 2009 Market Update (PDF) April 2009
  [with text analysis (PDF) ]
• 2008 Market Update (PDF) January 09
  [with text analysis (PDF) ]
• Q4 2008 Sector Snapshot (PDF) 01/12/09
• Q3 2008 Sector Snapshot (PDF) 10/16/08
• Q3 2008 Market Update (PDF) 10/10/08
  [with text analysis (PDF) ]

Investing Insight

• 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
• Is Diversification Dead (PDF) 12/15/08
• Portfolio Hazard: Missing Time in the Stock Market (PDF) 11/4/08
• Stock Market: Exit At Your Own Risk (The Case for Staying Invested) (PDF) 10/16/08
• The Cost of Being Too Conservative With Long-Term Capital (PDF) 7/16/08