Episodes
Thursday Nov 28, 2024
Jurrien Timmer's global macro view – November 25, 2024
Thursday Nov 28, 2024
Thursday Nov 28, 2024
Fidelity Director of Global Macro Jurrien Timmer is back on the show today to discuss the current state of the markets. With its recent surge in value, Jurrien talks about Bitcoin today. He provides insights into the factors driving Bitcoin’s growth, including the potential impact of a crypto-friendly administration and the increasing adoption of Bitcoin-related investment products. He also speaks to concerns about the sustainability of Bitcoin’s valuation and the potential risks associated with investing in it. Jurrien’s conversation with host Pamela Ritchie also touches on the broadening of the market beyond the top-performing stocks, and the potential impact of rising interest rates and inflation on the market, as well as the implications for the U.S. dollar and its effect of emerging markets. And of course, no macro analysis this week would be complete without addressing the potential impact of policy changes under the new administration, including the possibility of tariffs and the potential effects on the market.
Recorded on November 25th, 2024.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.