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.
Timmer Update: Are the markets declaring victory too soon?
Jurrien Timmer, Director of Global Macro, examines market expectations for additional Federal Reserve rate hikes and how these expectations may have big implications for the markets’ future direction.
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.
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.