Director of Global Macro, Jurrien Timmer, is back for his weekly look at the markets. Jurrien and host Pamela Ritchie discuss how the market expectations for Fed tightening have really ratcheted up of late. Also, looking at the overall business cycle, Jurrien shares that at some point the cycle will be mature enough that investors will need to look at quality. Jurrien also looks at the labour market, and shares data showing how Corporate Insiders have increased the buying of their own stock recently, which also draws some interesting parallels to history. @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on February 7, 2022.

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