The narrowing rally in stocks
Learn why it's important to watch the market's breadth—and stock buybacks. by Jurrien Timmer, Director of Global Macro,…
August 27, 2020
Lessons from the Fed's Past
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The Fed and other central banks have…
August 12, 2020
Is there a mega-cap bubble in stocks?
Is a 90s-style bubble forming in mega-caps? Jurrien Timmer looks at the evidence. by Jurrien Timmer, Director of…
August 9, 2020
Earnings estimates: Too high or too low?
Earnings season starts this week, and it should be illuminating. by Jurrien Timmer, Director of Global Macro, Fidelity…
July 19, 2020
The cost of stimulus?
Fiscal and monetary intervention help now, but may eventually slow growth. by Jurrien Timmer, Director of Global Macro,…
April 22, 2020
Hunker Down
The market is trying to find a bottom. Stay diversified. Focus on the long term. by Jurrien Timmer,…
March 20, 2020
What's ahead in the 2020s?
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The outlook for investors in the 2020s…
January 2, 2020