Fidelity Analyst Survey 2024 – Nobody’s Talking About Inflation Anymore
The past two years have been marked by the fear of how severe the first sustained economic slowdown since 2008 will be. Based on Fidelity International’s annual survey, it appears that conditions are gradually allowing companies to now turn their attention to the expected expansion phase in 2024, when Japan will be the star of hope in the world economy.
Members of Fidelity’s research team and the executives of the companies they study meet more than 20,000 times a year to exchange ideas. On an average working day, a meeting between one of their analysts and a company’s management takes place every 10 minutes. The summation of their answers gives an extremely realistic picture of what future awaits the affected regions and sectors in the coming year and beyond.
For the first time since the pandemic, a larger proportion of Fidelity analysts believe that the cost inflation of the companies they examine will decrease rather than increase in the year ahead. According to a North American Fidelity analyst, no one is talking about inflation anymore, wage costs were the last “sticky” aspect, but they also seem to be normalizing at a good pace.
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