Semis- Too Far, Too Fast… or Finally Catching Up?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Semiconductors, as an aggregate industry, are now up…
Timmer: Juxtapositions
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Thank you, Charleston I spent…
Timmer: Too Much Too Fast?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company And just like that, the…
Denise Chisholm: What the Market Already Discounted
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments April 23, 2026 When investors ask about risk,…
Jurrien Timmer: When in Doubt, Zoom Out
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Zoom out It’s getting increasingly…
Jurrien Timmer: Bent Not Broken
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Bent Not Broken Stress levels…
Jurrien Timmer: Leaning Towers
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Week 3 of the conflict…
Timmer: Tangled Web
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Week 3 is about to…
Jurrien Timmer: Up in the air
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company With the conflict in Iran becoming…
Jurrien Timmer: The Alpha and The Beta
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Another week, another major news…
Jurrien Timmer: Visibility Improves Above the Clouds
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company The view from above. Another…
Jurrien Timmer: Green Over Red
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company The tortoise and the hare It…
Jurrien Timmer: (Re)balancing Act
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Rebalancing Act The news flow continues…
Jurrien Timmer: Spheres of Influence
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Commodities could well become one…
Market leadership and concentration risk: Insights from Jurrien Timmer - December 22, 2025
by Fidelity Investments Fidelity’s Director of Global Macro, Jurrien Timmer, shared his insights on market leadership, concentration risk,…