Markets are up this morning as reports circulate that the Trump administration could reduce the scope of tariffs scheduled to come into effect April 2nd. Cars, microchips and pharmaceuticals could be left out of those levies. But the Fed says even though growth remains solid, the economic outlook still remains uncertain. The impact of Trump’s policies continue to have a hold on markets, so as we brace for more change, what might it all mean for investors? Joining the show today to unpack the macro themes on his radar, and what it all may mean for you, is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on March 24, 2025.

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