How long will the post-COVID boom last?
No one knows, but investors have options to cut through uncertainty. by Claus te Wildt, Senior Vice President,…
August 19, 2021
Jurrien Timmer: What if the Fed copied the Bank of Japan?
Japan's central bank has successfully tamed volatility in the government bond market. by Jurrien Timmer, Director or Global…
August 19, 2021
What the market is signaling now
Despite narrowing price gains, stocks remain attractive as earnings soar. by Jurrien Timmer, Director or Global Macro, Fidelity…
July 29, 2021
The Debt Ceiling is Back
by Fidelity Viewpoints Key takeaways Congressional debates over the debt ceiling have, in the past, produced turmoil in…
July 15, 2021
Mid-cycle churn in markets: What's next?
Stocks are moving from the P/E-led early cycle to the earnings-driven mid-cycle phase. by Jurrien Timmer, Director or…
July 7, 2021
Why did bond yields fall if inflation is up?
US inflation is high but low-yielding Treasurys are selling like hotcakes. by Jurrien Timmer, Director or Global Macro,…
June 24, 2021
Jurrien Timmer: Is Silver the New Gold?
by Jurrien Timmer, Director or Global Macro, Fidelity Investments Key takeaways Bitcoin partly usurped gold's traditional role of…
June 14, 2021
Jurrien Timmer: Don't panic about inflation quite yet
by Jurrien Timmer, Director or Global Macro, Fidelity Investments Key takeaways Inflation drives the link between stocks and…
June 3, 2021
Slashing emissions will fuel green growth for decades
by Velislava Dimitrova, Portfolio Manager, Fidelity International The world needs to slash carbon emissions to avoid the worst…
May 12, 2021
Jurrien Timmer: Is the Bull Market Due for a Breather?
Markets gains may slow as the reopening economy peaks. by Jurrien Timmer, Director, Global Macro, Fidelity Investments Key…
May 2, 2021
History lesson: Inflation strategies
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways History shows the possible trajectory markets could…
April 15, 2021
One year later: Rising inflation expectations
The road to a full economic recovery post-COVID may be paved with higher rates. by Jurrien Timmer, Director…
March 22, 2021