Jurrien Timmer, Director of Global Macro is with us today for his global macro update and markets outlook. Today, Jurrien shares that the bond market is caught in the crossfire of the actions taken by the Fed to achieve its goals, and the 10-year yield has moved up quite a lot lately. Also, looking at the recent earnings cycle with host Pamela Ritchie, Jurrien explains that the earnings cycle has been robust, and the economy is decelerating but still growing. Per usual, Jurrien will be sharing some charts so please head to @TimmerFidelity on Twitter to follow along.

Recorded on May 9, 2022.

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