As markets have been green one day and in the red the next, investors can’t help but wonder if we’re in a bear market, and if so, how long might it last? To unpack this question and more we’re happy to be joined today by Jurrien Timmer, Director of Global Macro. We’ll hear from Jurrien today that he believes we’re in a valuation reset, or a growth scare, that reflects a starkly changing liquidity environment, and that it’s too early to call this a traditional typical recession bear market. Per usual, Jurrien will be sharing his charts, so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 24, 2022.

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