As markets allowed for some relative calm through the end of last week, they are set up now for a heavy macro time. In the midst of a shifting trade narrative and with the ramifications of increasing global liquidity, can the equity markets quietly climb the wall of worry? Has the peak of uncertainty passed? Joining the show today to discuss his global macro view on equities, bonds and the players driving a more mercantilist world, is Fidelity Head of Global Macro, Jurrien Timmer.

Recorded on June 2, 2025.

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