After a week of volatility, US equity and bond markets are on the rebound. Key economic data will be released shortly, including CPI and retail sales. Joining us to unpack the latest market action, and what it may mean for you is Jurrien Timmer, Director of Global Macro. Jurrien speaks with host Pamela Ritchie, and shares his latest thoughts on the Fed, monetary policy, and valuations. Also, what market movers to keep an eye on in the near future. As always Jurrien will be sharing his ever-popular charts, so we encourage you to follow along by watching this as a video podcast on platforms that support video such as Spotify or YouTube Music. You can also see Jurrien’s slides on X, formerly known as Twitter.

Recorded on August 12, 2024.

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