Episodes
Saturday Oct 29, 2022
Jurrien Timmer’s global macro view – October 24, 2022
Saturday Oct 29, 2022
Saturday Oct 29, 2022
North American equity markets have had positive momentum of late, and in bond markets the 2-year yield reached 4.61% with the 10-year reaching 4.33%. So what is the latest market action telling us about the path of monetary policy? To unpack this and more we’re joined again today by Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien also looks at earnings season, and will share his fascinating charts – which can be referenced by following along @TimmerFidelity on Twitter.
Recorded on October 24, 2022.
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