Episodes
Friday Mar 10, 2023
Jurrien Timmer’s global macro view – March 6, 2023
Friday Mar 10, 2023
Friday Mar 10, 2023
The U.S. Fed and jobs data is in focus this week. We’re joined today by Jurrien Timmer, Director of Global Macro, who reflects on this new data and the biggest market movers he’s seeing right now. With host Pamela Ritchie, Jurrien unpacks how good news is now bad news on the economy. Good news means the Fed must go further in raising rates, being more likely to overtighten, and we likely get a recession. Among other topics today, Jurrien also looks at market leadership shifting, U.S. mortgages, consumer debt levels, what’s next for fixed-income, and how the overall economy has proven very resilient. Per usual, Jurrien will be sharing charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on March 6, 2023.
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