Jurrien Timmer, Director of Global Macro, is back with his weekly look at the markets. Today, with host Pamela Ritchie, Jurrien looks at style rotation noting that as the bear market continues, we get to a point where nothing is trading at the top half of its range. Looking at the U.S. Federal Reserve, Jurrien shares there is speculation the Fed will follow the Bank of Canada's footsteps and make an aggressive 100 basis point rate hike. And on the topic of inflation, Jurrien notes the market expects inflation to be peaking here, and we’re also seeing oil, copper, and used car prices coming down, as well as container shipping rates. Jurrien will be sharing his charts, so please use @TimmerFidelity on Twitter to follow along.

Recorded on July 18, 2022.

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