Jurrien Timmer's global macro view – July 14, 2025
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Jurrien Timmer's global macro view – July 14, 2025
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With a monster week of earnings around the corner and high flyers in the crypto and Mag7 space, what is the rest of the market signalling? Still resilience? How will releases of eco data like inflation, US treasury quarterly reporting, and the march toward the August 1st tariff deadline nudge markets to travel higher, or take a pause? Giving us the view from the top today is Fidelity Head of Global Macro, Jurrien Timmer. His incredible charts and graphs could help you stick handle the roads to investing in the second half.
Recorded on July 14, 2025.
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