Published On Streamed live on Apr 24, 2024
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Jurrien Timmer, director of global macro at Fidelity Investments, joins Maggie Lake to share his current macro perspective. They discuss whether a soft landing is still possible for the Fed, Jurrien's rate cut expectations, and the influence of AI on his investment thesis.
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00:00 - Intro
01:30 - Jurrien's Outlook on Treasuries
05:50 - "The Almost Recession"- What Supporting The Earnings Growth?
07:50 - The Resilient of the US Economy
10:15 - What's the Risk Here? (Geopolitics)
18:20 - The Speed Of Move Matters
20:30 - The Concerns Of Higher Inflation
26:30 - 60/40 Is Dead - Portfolio Construction
29:00 - META Earnings - AI Impacts on the Mega Cap Tech
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