FidelityConnects

Jurrien Timmer’s global macro view - April 25, 2022


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To help us make sense of the latest market developments, we’re joined by Fidelity’s Director of Global Macro, Jurrien Timmer. We’re continuing to see market volatility amidst fears about a global economic slowdown, prompted by high inflation, rising interest rates, and concerns about the world’s second largest economy. Chinese stocks recently suffered their worst selloff in more than two years as the country remains steadfast in its zero-Covid strategy, even as cases continue to increase in major cities. On the monetary policy front, pressure is mounting on central banks to control inflation as the prospects of a looming recession become more palpable. So, with much urgency and uncertainty dominating the markets, what do investors need to know about navigating this environment? Jurrien unpacks this and more today with host Pamela Ritchie. Jurrien also looks at anticipated future moves by the Fed, and comments on the current earnings season. Per usual, Jurrien has a few charts to share so please head to @TimmerFidelity on Twitter to follow along.

Recorded on April 25, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.

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