President Donald Trump’s recent tariff threat on the European Union, followed by a subsequent delay, boosted European and Asian markets to start the week. What is currently shaping the markets, and what signals is today's guest looking to for clues about the path forward? Joining host Pamela Ritchie to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on May 26, 2025.

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