Jurrien Timmer, Director of Global Macro, joins us again for his global macro and markets update. Inflation continues to be a main focus right now, with Jurrien sharing inflation expectations have now made a new high at 2.7%. He jokes that people are debating whether that it too high or too low, but the fact is inflation is rising. Jurrien has a few charts for his deep dive on inflation, visit @TimmerFidelity on Twitter to follow along. Today Jurrien also looks at the U.S. supply chain issues and if it matters to the markets, as well as energy, crypto, and gold.

Recorded on November 15, 2021.