FidelityConnects

Jurrien Timmer's global macro view – August 18, 2025


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Ukrainian President Volodymyr Zelensky and several European leaders are in Washington for ongoing discussions, and attention is turning to the Federal Reserve ahead of the Jackson Hole Economic Policy Symposium taking place later this week from August 21st to 23rd. In the markets, Chinese equities are climbing - Shanghai-listed stocks just reached a ten-year high. Treasury yields are drifting lower, S&P 500 futures are steady, and Bitcoin has broken through a new level. Joining today's episode to unpack these developments, and what they mean for you, is Fidelity’s Director of Global Macro, Jurrien Timmer.

Recorded on August 18, 2025.

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. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.

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