Episodes
Monday Nov 28, 2022
Jurrien Timmer’s global macro view – November 21, 2022
Monday Nov 28, 2022
Monday Nov 28, 2022
As we inch closer to the end of 2022, what can we expect in 2023? Will the current bearish market conditions follow us into the New Year? Joining us today to unpack the latest market action, and for a preview of where he sees markets heading in 2023 is Fidelity Director of Global Macro, Jurrien Timmer. Today Jurrien notes that 90% of the market is above its 20-day moving average and the hard part starts now, possibly heading into a recession next year. Jurrien also looks at inflation, corporate earnings, and more, with host Pamela Ritchie. Per usual, Jurrien’s points are supported by his charts, and you can follow along @TimmerFidelity on Twitter.
Recorded on November 21, 2022.
For more insights from Fidelity experts, circle Tuesday November 29 on your calendars for a Reddit AMA featuring David Wolf, portfolio manager on Fidelity’s Global Asset Allocation team. David will field questions on his economic and market outlook, and share what it takes to be a resilient investor. New and seasoned investors, financial advisors and anyone looking for insights on markets and investing can join and ask their questions: reddit.com/r/PersonalFinanceCanada
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