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The monthly Timmer market report

 

Jurrien Timmer – Taking stock of the markets

Stay up-to-date with the markets as Fidelity’s Director of Global Macro Jurrien Timmer weighs in on the latest developments.

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The Correction: Just Valuations, or Earnings Too?

Jurrien Timmer, Director of Global Macro, explores valuations, earnings estimates and inflation expectations to understand the latest market correction.  

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Some Reflections on Inflections

Jurrien Timmer, Director of Global Macro, summarizes the latest earnings cycle, where global markets sit currently in the economic cycle and why now may be the time for a market transition.

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Some reflections on inflections - Chinese version: 關於拐點的省思 pdf

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