Episodes
Friday Jul 29, 2022
Jurrien Timmer’s global macro view – July 25, 2022
Friday Jul 29, 2022
Friday Jul 29, 2022
Joining us again to provide his insights on what’s making news in the markets this week is Jurrien Timmer, Director of Global Macro. Today, Jurrien shares with host Pamela Ritchie that when and if there is a recession is based on much more than just GDP growth. In addition to the big recession question, Jurrien also looks at earnings estimates, valuation, moves by the U.S. Federal Reserve, and commodities, among other topics. Per usual Jurrien’s perspectives are supported by his charts and graphs. Please head to @TimmerFidelity to follow along.
Recorded on July 25, 2022.
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