As markets are rapidly adjusting to a new reality in the rates markets, the effects are rippling through the equity and bond markets. Jurrien Timmer, Director of Global Macro, is back again for his weekly update touching on global macro trends and sharing his valuable market perspectives. Per usual, Jurrien will have a few charts so please head to @TimmerFidelity on Twitter to follow along. Today with host Pamela Ritchie, Jurrien looks at the U.S. Federal Reserve’s anticipated moves in the coming months and also draws some comparisons to the Fed’s moves in the 90’s. Jurrien also looks at valuations, earnings estimate progression, and how the copper to gold ratio is a good proxy for where bond yields should be.

Recorded on March 28, 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.