Jurrien Timmer, Director of Global Macro, joins us again for his weekly look at the markets. In today’s half hour discussion with host Pamela Ritchie, Jurrien dives into the current market environment. He shares we are seeing some changes recently from large cap growth to large cap value, such as financials and energy, which are benefiting from this rising rate environment. Also, emerging markets or non-U.S. stocks in general, may also benefit from these conditions. It’s earnings season, and Jurrien reflects on what we’re seeing so far. At the time of recording, 26 companies in the S&P have reported. Follow along with Jurrien’s charts: @TimmerFidelity on Twitter

Recorded on January 17, 2022.

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