Stock markets have shrugged off multiple layers of risk over the last week to sit in the all-time highs range. Today's guest says we are witnessing momentum, which usually begets more momentum. Is this the case in today’s market? How can investors evaluate which signals will inform us about caution, and which signals may help drive equities higher? On a macro level, can U.S. growth peak out, and pass from behind the certain debt drag that has been signed into law via the Big Beautiful Bill? Joining today's episode with research to help you wade through the slightly foggy, but potentially bullish picture is Fidelity’s Head of Global Macro, Jurrien Timmer.

Recorded on July 7, 2025.

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