Jurrien Timmer, Director of Global Macro, joins us again for his weekly global macro and markets update. Jurrien explains that all eyes are on the Federal Reserve in the U.S. as they debate causing a recession by tightening for inflation, or if it will tolerate higher inflation to keep the economy from contracting. Also today Jurrien looks at earnings growth expectations, gold, bitcoin, and the Russia-Ukraine conflict. Although, please note the recording date outlined below. Jurrien shares that usually geopolitical events don’t impact global markets too much, but the energy component of this conflict is the big variable.

Recorded on February 22, 2022.

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