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.

Storm Clouds and Silver Linings

August 2019

Will equity valuations be enough to lessen market pressure? Jurrien Timmer, Director of Global Macro, examines the interplay of equity valuations, trade tensions and weakening earnings growth.

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Revisiting the secular context

July 2019

Will investors experience an extended business cycle? Jurrien Timmer, Director of Global Macro, examines the implications of recent Fed interest rate cuts and changing P/E ratios on the global business cycle.

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What’s the price of uncertainty?

June 2019

Jurrien feels that the price of a prolonged period of uncertainty is a lower P/E multiple. However, investors seem to be concerned more with yield and cash flow and less with what price they have to pay for each dollar of earnings.

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Both sides of the buyback debate

June 2019

With the topic of share buybacks taking up more and more of the conversation these days, Jurrien says it’s worth trying to quantify their impact on the stock market.

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