Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts. Credits [in alphabetical order]: Anonuevo, Emily, Host & Producer. Multiple Episodes. FidelityConnects. 2023. Borzykowski, Bryan. Host. Multiple Episodes. FidelityConnects. 2023. Cheropita, Kyle, Host & Producer. Multiple Episodes. FidelityConnects. 2023. Goldman, Jay. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Leal, Jeremy. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Pennington, Matthew. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Raiff, Simon. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Ritchie, Pamela. Host. Multiple Episodes. FidelityConnects. 2023. Ruiz Ibarra, Daniel. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023.
Episodes
Monday Aug 29, 2022
Monday Aug 29, 2022
Jurrien Timmer, Director of Global Macro, joins us again for a macro and markets update sharing his perspectives and thoughts on what may be ahead. Jurrien notes how since the June lows we’ve retraced half of the equity markets declines. But now we’re at a crossroads as bear market rallies historically never retrace more than half of a decline. Jurrien also looks at what might be next from the U.S. Federal Reserve, sharing the expectation is for rates to rise to 3.5% then ease back to 2.5%. Also today Jurrien looks at supply chains, inflation, the yield curve, and fixed income in today’s market environment including the health and validity behind the traditional 60/40 portfolio.
Recorded on August 22, 2022.
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