Will the rally continue into 2020? Jurrien Timmer, Director of Global Macro, Fidelity Investments shares his thoughts on what the #markets will bring in the new year:
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In this monthās Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.
Carlyle's Jeff Currie and James Gutman argue the Strait of Hormuz closure is not an energy crisis ā it is a civilizational stress test. The world, they warn, has never been more exposed.