Hints and tips:
...“That soft landing is a thread-the-needle event that is not easy to do, and that’s why we have very few throughout history,” said Jurrien Timmer, director of global macro at Fidelity, the asset manager....
...Jurrien Timmer, director of global macro at Fidelity, said: “The valuation [of non-US stocks] is very tempting . . . but just because something is cheap doesn’t mean it’s going to outperform.”...
...Jurrien Timmer, director of global macro at Fidelity Investments, said it would be “foolish to bet against a recession”, adding that “when the yield curve gets inverted to this degree for this long, a recession...
...“My sense is, the [Federal Open Market Committee] and Mr Powell are more comfortable that they’ve now done the heavy lifting,” said Jurrien Timmer, head of global macro strategy at Fidelity....
...Still, Jurrien Timmer, head of global macro strategy at Fidelity, said: “We’re still not at a point where the market could be considered cheap.”...
...“A lot of the air has been let out,” said Jurrien Timmer, head of global macro strategy at Fidelity Investments. “[Speculative tech shares] went to the moon and now that liquidity tide is reversing.”...
...“Earnings growth, strong profit margins, robust revenues and a lot of share buybacks — it all makes a potent cocktail for stock prices,” said Jurrien Timmer, head of macro strategy at Fidelity Investments...
...“The Fed has no business being at 0 per cent [rates] and buying . . . bonds,” said Jurrien Timmer, head of global macro strategy at Fidelity Investments....
...Timmer, the director of global macro at Fidelity Investments....
...Jurrien Timmer, director of global macro at Fidelity Investments, said: “Pent-up demand has been largely satisfied as the economy has reopened, but consumers generally are [still] pretty flush.”...
...“The only thing I think would surprise the markets if there is an ongoing miss, because we’ve had two misses in a row,” said Jurrien Timmer, director of global macro at Fidelity Investments....
...“It’s rare that commodities can have a sustainable advance,” said Jurrien Timmer, director of global macro at Fidelity, adding that the oil sector moves were “a minor rotation on the back of a rising dollar...
...“There is no question that the retail trading public has gotten back involved,” said Jurrien Timmer, director of global macro at Fidelity....
...“It is almost surreal in terms of the moves,” said Jurrien Timmer, director of global macro at Fidelity Investments....
...Jurrien Timmer, director of global macro at Fidelity Investments, said the yield on the 10-year, which was at 3.22 per cent on Tuesday, has upside to 3.5 per cent over the next six to 12 months as the bond...
...“This is all about interest rates,” said Jurrien Timmer, director of global macro at Fidelity Investments. “It is about the stock market finally paying attention to the bond market.”...
...“You would think people would have a 2000-type of euphoria where everyone is bullish, but I still get questions about what can go wrong and what is the other shoe to drop,” says Jurrien Timmer, director...
...says Jurrien Timmer, director of global macro at asset manager Fidelity. “To my mind it does not . . . Markets are very resilient and it is not all about Washington.”...
...The FT's Stephen Foley speaks to Jurrien Timmer of Fidelity Investments about whether we are at the early stages of a secular bull market, and how this milestone compares with previous bull markets....
...“All 500 S&P companies have the same chairman and his name is Ben Bernanke,” says Jurrien Timmer of the Fidelity Global Strategies Fund....
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