Jurrien Timmer's global macro view – September 22, 2025

As the trade channels of a new, multipolar world begin to form, the investment thesis that could stick is a global bull market. Is the current bull market a cyclical one within a much more secular story? Do the charts show us a new, sustainable leg up, with the Fed now in easing mode? And what are investors to do with inflation? Joining today's episode to help guide your decisions in this new era of Federal Reserve policy, layered on top of a relentless A.I. build out is Fidelity’s Head of Global Macro, Jurrien Timmer.

Recorded on September 22, 2025.

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