Director of Global Macro, Jurrien Timmer, joins us again today for his global macro and markets update. Today’s show was recorded on Monday April 18, during a week of major first quarter earnings results that investors are paying close attention to. With host Pamela Ritchie, Jurrien looks at how markets and their underlying dynamics are responding to the Federal Reserve having pivoted to a more aggressive tightening stance. Also today, Jurrien shares that equity has downward pressure whereas bond has a downside protection. So if you haven’t rebalanced your 60/40 portfolio for a while, it may be worth considering.

Recorded on April 18, 2022.

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