Earnings season is in full swing, and eyes are on the big banks to see how much of an impact, if any, the SVB chaos has had on the sector. What are some of the big movers to watch out for in the near future? And why is today’s guest putting a soft-landing on the table? Joining us today to unpack the latest market action is Jurrien Timmer, Director of Global Macro. With host Pamela Ritchie today, Jurrien shares that the interest rate picture is not hurting the economy, but it's hurting what seems like isolated pockets of the economy We are still making new all-time highs with revenues in a very steady way, with the caveat that inflation is eroding those nominal numbers. We’ll also hear from Jurrien with additional thoughts on the Federal Reserve, commercial real estate, smaller banks, gold, bitcoin, and more. Per usual, Jurrien will be sharing charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on April 17, 2023.

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