Timmer: Balancing Act
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Orient Express That’s a wrap for my 3 week…
Denise Chisholm: The Midterm Effect - And Its Limits
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments The four-year presidential cycle is one of the…
Jurrien Timmer: Decision Trees
by Jurrien Timmer, Head of Global Macro, Fidelity Investments Greetings from Shanghai, where the view (and people and…
A Rally Not Everyone Believes In
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There are plenty of ways to measure sentiment…
Jurrien Timmer: Found in Translation
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Spontaneous friendships in Tokyo It’s week two of my…
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
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,…
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,…