Jurrien Timmer, Director of Global Macro, provides his weekly market outlook and global macro update. In today’s podcast, recorded earlier this week, Jurrien looks at market reaction to the expectations for a U.S. Federal Reserve rate hike. He notes it’s interesting that prior to the Russia-Ukraine conflict, the markets were expecting a 50-basis point hike, which is now down to a 25-basis point expectation. Jurrien and host Pamela Ritchie also discuss commodities, emerging markets, and the traditional 60/40 portfolio in the current environment – noting we may need to rethink what goes into the 40 during this inflationary environment. Please head to @TimmerFidelity on Twitter to follow along with Jurrien’s charts.

Recorded on March 14, 2022.

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