Jurrien Timmer, Director of Global Macro, is back for his regular look at global markets and macro developments. Today, Jurrien looks at recent movements in the market spurred by developments in China. He will also unpack the seasonal wobble that historically calls for a market peak in the first week of September before some volatility. Jurrien also discusses how much of an impact the U.S. presidential cycle may have on the markets, as well as looking at emerging markets, crypto, and tapering by the U.S. Fed. Follow along with Jurrien’s slides by visiting @TimmerFidelity on Twitter.

Recorded on September 27, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript_podcast_timmer_27sept.pdf