Jurrien Timmer's global macro view – December 2, 2024

Fidelity Director of Global Macro Jurrien Timmer is back on the show today to outline the current state of the markets. Jurrien shares his views on the all-time highs made by the S&P 500 recently, the valuations of large-cap growth stocks, and the crypto market. He also provides an outlook for commodities, gold, and the auto industry, and speaks to the uncertainties around the policies of the incoming administration, including potential changes to taxes, tariffs and regulation, discussing the potential impacts of these policies on the economy and markets.

 

This podcast was recorded on December 2nd, 2024.

 

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