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.

Jurrien Timmer: 2020 state of the market

Jurrien Timmer, Director of Global Macro, shares his 2020 global markets outlook.

Date: Monday, January 6, 2020
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Before the Bell with Jurrien Timmer

Jurrien Timmer, Director, Global Macro, shares the latest market perspectives and insights.

Date: Every Monday

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Everybody ready for the 2020s?

November 2019

What could financial markets look like in the next decade? Jurrien Timmer, Director of Global Macro, studies the important strategic investment questions shaping the next decade, including inflation, deflation and one of the largest demographic changes in history.

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What if the Bear Market is Already Over?

October 2019

Could the secular bull market continue? Jurrien Timmer, Director of Global Macro, takes a close look at valuations and explains how recent P/E trends may indicate an extended secular bull market.

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Read Chinese version: 如果熊市已經結束會怎樣  pdf

The Market Has a Math Problem Or Does It? It All Depends on Where Rates Go

September 2019

With earnings estimates slipping and an ongoing trade war, what can be the catalyst that moves markets up from current levels? Jurrien Timmer, Director of Global Macro, analyzes earnings estimates, profit margins and the importance of equity risk premiums in the current market environment.

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Read Chinese version: 市場遇到了一個數學問題  pdf

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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