Jurrien Timmer, Director of Global Macro, provides his weekly global macro update. Jurrien takes a closer look at investors response to the ongoing COVID-19 crisis, and other factors influencing market expectations and reactions. Are investors too optimistic, or are they just right? This is the big question as Jurrien and host Pamela Ritchie look at two realities. Economic fundamentals in some ways are their weakest in history, but on the other hand, the stock market has bounced back from the March lows.

Follow @TimmerFidelity on Twitter for Jurrien’s comprehensive charts and graphs.

Recorded on May 11, 2020.