Jurrien Timmer, Director of Global Macro, joins us again today, for his first third quarter 2022 appearance. The S&P 500 was down 21% for the first half of the year, which was the biggest first-half-of-the-year decline since 1970. Today with host Pamela Ritchie, Jurrien reflects on trends in bear markets of the past, as we wonder how long will this current bear market last. Also, if this is a recession or non-recession bear market. Jurrien also looks at the upcoming earnings season, and notes we’re transitioning from worrying about inflation to worrying about growth. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on July 5, 2022.

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