Episodes
Thursday May 11, 2023
Jurrien Timmer’s global macro view – May 8, 2023
Thursday May 11, 2023
Thursday May 11, 2023
Earnings continue to be in focus this week, as will a key congressional hearing on the debt ceiling crisis, and the ‘Federal Response to Recent Bank Failures’ meeting on Capitol Hill. Markets are also still digesting last week’s Fed rate hike. Joining us today is Jurrien Timmer, Director of Global Macro, who feels the market's expectation that the Fed will soon begin an easing campaign is “wishful thinking”. With host Pamela Ritchie today, Jurrien addresses what is his biggest area of focus and concern from a technical perspective. He’ll also unpack this week’s key market movers, and explains what they could mean for you. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on May 8, 2023.
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