There is a lot to make sense of in today’s market environment. Jurrien Timmer, Director of Global Macro, is back to help us cut through the noise with his weekly global macro and markets update. Jurrien explains that the worst of the correction is behind us now. Also, that the markets expectations have been altered by the speed of the U.S. Federal Reserve. Per usual, Jurrien has a few charts to share, so please head to @TimmerFidelity on Twitter to follow along. Today’s charts include topics such as the Fed’s tightening cycles, and a focus on the Utilities Sector. When looking at certain sectors, Jurrien reflects on the shifts we’ve seen over the last two years, and noting that the Utilities Sector, which traditionally underperforms in a rising market, offers a nice yield and low beta currently.

Recorded on January 31, 2022.

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