Joining us today for a look at the latest market action is Jurrien Timmer, Director of Global Macro. Today with host Pamela Ritchie, Jurrien breaks down recent market news surrounding interest rates, as well as sharing his perspectives on valuation, the business cycle, comparisons to past cycles and recession risk. Particularly, on the comparisons to past cycles, Jurrien note the similarities in today’s economy to the 1940’s during World War II. The demographics are different, but there are enough similarities to pay attention. Stay tuned for this and more.
Recorded on September 19, 2022.
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