Jurrien Timmer‘s global macro view - August 31, 2021

September 7, 2021

Jurrien Timmer, Director of Global Macro, unpacks the recent U.S. Federal Reserve Jackson Hole Symposium. Jurrien notes that the U.S. Federal Reserve has an eye on starting to raise rates, but are currently buying billions in bonds. Since they can't raise rates while buying bonds, they'll have to taper to zero purchases before raising rates. Jurrien also looks at how the fourth wave of COVID-19 is not impacting the U.S. economic reopening as much as past waves. Jurrien also touches on value vs. growth, gold, and what investors should be looking for when making decisions throughout the rest of 2021.
Recorded on August 31, 2021.