Episodes
Friday Feb 17, 2023
Jurrien Timmer’s global macro view – February 13, 2023
Friday Feb 17, 2023
Friday Feb 17, 2023
Director of Global Macro, Jurrien Timmer is back on the program to provide his thoughts and insights on the markets. Jurrien discusses a variety of topics including the Fed and its stance on rate hikes, how reported earnings are affecting the markets, and what he thinks about a market correction and possible recession. Jurrien believes 2023 will be a base-building year, a trading range year where everyone will have frustrations. He says the Fed is sticking to its guns and is adamant about getting properly restrictive in order for inflation to come down specifically to 2.5%. So the question is whether the interest rate of 5% is peak for the Fed or will that number go higher. Jurrien also unpacks the topic of commodities, meme stocks, and overall liquidity.
Recorded on February 13, 2023.
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