We continue to power through bull market conditions, both on a secular and cyclical basis. A global well-spring of investment opportunities continues to broaden for investors, and technicals remain strong, for now. How will the upcoming earnings season impact the cyclical story? Will tariffs start to bite in a more meaningful way, or will policy changes stemming from the One Big Beautiful Bill kick in just in time? With the Cap-ex cycle for AI in relentless mode, today's guest says there is a lot to like about the current state of affairs for equity investors. Joining this episode to take us through the charts that spell out a continuing bull thesis, while exposing some of the cautionary elements in the marketplace, is Fidelity Director of Global Macro Jurrien Timmer.

Recorded on September 29, 2025.

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