The market climb continues with earnings season now in full swing. Companies reporting thus far have been able to meet, beat and release some more guidance - after a semi-paralysis in communication due to the tariff unknowns. While tariffs are still unknowns, the one big beautiful bill has passed and a larger pond for investors to fish in has opened up across the globe. Concerns about the Fed and the bond market are not going away, as this wall of worry continues to be tackled. Joining today's show to bring context to what this moment in the markets means for you is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on July 21, 2025.

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