Markets have continued to be volatile after an 8.6% U.S. C.P.I. print, which was a 40-year high. Today to unpack this and more is Jurrien Timmer, Director of Global Macro, who joins us for his weekly look at the markets. In addition to the big focus on inflation, the U.S. Federal Reserve and movement in North American markets, Jurrien also shares with host Pamela Ritchie that we’re seeing some issues in Europe with the spread between Italian bonds and German bonds widen. Today, Jurrien also looks at the U.S. dollar, volatility in Bitcoin and crypto, the upcoming second quarter earnings season, and more. Please reference @TimmerFidelity on Twitter for Jurrien’s charts.
Recorded on June 13, 2022.
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