The monthly Timmer market report
Jurrien Timmer – Taking stock of the markets
Stay up-to-date with the markets as Fidelity’s Director of Global Macro Jurrien Timmer weighs in on the latest developments.
Market bottom: Getting closer?
Jurrien Timmer, Director of Global Macro, outlines the key factors driving today’s financial markets and his perspective on where markets could go in the future.
Hunker down
Jurrien Timmer, Director of Global Macro, discusses when the market correction may end and why a diversified portfolio and long-term perspective can help investors manage recent market volatility.
Breaking news: Market turmoil in context
Jurrien Timmer, Director of Global Macro puts the market movements in context during this special FidelityConnects webcast.
Date: Monday, March 2, 2020
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Jurrien Timmer: 2020 state of the market
Jurrien Timmer, Director of Global Macro, shares his 2020 global markets outlook.
Date: Monday, January 6, 2020
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Before the Bell with Jurrien Timmer
Jurrien Timmer, Director, Global Macro, shares the latest market perspectives and insights.
Date: Every Monday
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Outlook 2020: Play the Middle, Protect the Tails
December 2019
With rising U.S. equity markets, Jurrien Timmer, Director of Global Macro, raises an important question: Is this market optimism justified? Jurrien takes a closer look at historical market movements and recent fiscal policy to determine how investors could plan for 2020.
Everybody ready for the 2020s?
November 2019
What could financial markets look like in the next decade? Jurrien Timmer, Director of Global Macro, studies the important strategic investment questions shaping the next decade, including inflation, deflation and one of the largest demographic changes in history.
What if the Bear Market is Already Over?
October 2019
Could the secular bull market continue? Jurrien Timmer, Director of Global Macro, takes a close look at valuations and explains how recent P/E trends may indicate an extended secular bull market.
The Market Has a Math Problem Or Does It? It All Depends on Where Rates Go
September 2019
With earnings estimates slipping and an ongoing trade war, what can be the catalyst that moves markets up from current levels? Jurrien Timmer, Director of Global Macro, analyzes earnings estimates, profit margins and the importance of equity risk premiums in the current market environment.
