Jurrien Timmer, Director of Global Macro, joins us again for his global macro and market perspectives. In today’s update Jurrien, student of history and our resident chart maker, looks at how the U.S. economy is more resilient to commodity price increases since it does not rely on Russian energy. Also, with eyes on the U.S. Federal Reserve, Jurrien notes it was not surprising to see the recent March rate hike, and looking ahead if high inflation does not start to fall, then the Fed is in a difficult position of choosing between inflation or a slowdown. Jurrien also looks at earnings estimates and if the market for international equities is attractive, among other topics today.

Recorded on March 21, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. For more information on Fidelity Mutual Funds and ETFs, visit www.fidelity.ca.

FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2021 Environics’ Advisor Digital Experience Study.