The Inflation Squeeze - & Why the Bull Endures Despite It
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The current inflation backdrop looks contradictory on the…
Summer Seoulstice (Jurrien Timmer)
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Asia tour 2026 It’s my first time to Seoul,…
Tech & Rates - A Disconnect...or Confirmation?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Last week we made the case that the…
Timmer: Secular Subtleties
by Jurrien Timmer, Director of Global Macro at Fidelity Investments Secular Subtleties It was another relentlessly bullish week,…
Why the Capex Story is Bigger than the Headlines
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Much has already been written about capital spending,…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
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…