We’re now in the second quarter of 2023. As the quarter begins equity markets have been a bit mixed. And energy is in the spotlight following OPEC’s recent surprise production cuts, which saw an increase in oil prices. Director of Global Macro Jurrien Timmer unpacks the latest oil news and what it could mean for the broader markets. He also examines the banking crisis from a few weeks ago. He believes the fallout of the US banks SVP and Signature Bank does not indicate a systemic crisis. He also discusses bitcoin, the earnings front and how the 60/40 outlook looks at this point in time. Jurrien will be sharing his charts so please head to @TimmerFidelity on Twitter to follow along. Recorded April 3, 2023.

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