North American equity markets are off to a strong start this week. As Congress begins steps to avoid a government shutdown, investors are also encouraged by a surprisingly strong earnings season. And the momentum looks good overseas too, with non-U.S. markets showing accelerating earnings estimates and strong performance. But the big question now is whether markets have overestimated AI’s ability to drive long-term growth and help the U.S. manage its rising debt. So what does this mean for investors? And how might it shape the path ahead? Joining today's episode to unpack the latest macro movers impacting the markets is Fidelity Director of Global Macro, Jurrien Timmer.

Recorded on November 10, 2025.

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