Jurrien Timmer’s global macro view - January 11, 2021

January 12, 2021

Jurrien Timmer joins us again to explore what is influencing market expectations and reactions this week, as well as what key indicators he is watching in the first half of 2021. The trend has been large cap growth for a long time, but Jurrien sees opportunity for small caps and emerging markets in 2021. Jurrien explains what is causing the recent moves in bitcoin, gold, and the US dollar. Jurrien also looks at the Bloomberg Daily Activity Indicator throughout 2020, inflation, and liquidity. Follow along with Jurrien’s charts on Twitter: @TimmerFidelity

Recorded on January 11, 2021.