For the Fidelity Insight segment, Silverstein breaks down a recent research note from Jurien Timmer, the director of global macro at Fidelity. He notes that earnings have started to decelerate, but says they still look good, while calling fears of a bubble overblown. Timmer does, however, think that a hard […]
The Fidelity Viewpoints Chart of the Week highlights US exports, which are still near all-time highs as a percentage of GDP. The firm says that means global economics may have a more meaningful impact upon US stocks.
It looks like “Trump Trade” is back on beca use of the tax proposal set to be released next Monday, which should reveal specifics on lowering the corporate tax rate. President Trump has been talking about cutting the federal corporate tax rate from 35% to 15% since 2015. Though, he […]
Business Insider executive editor Sara Silverstein discusses the views of Jurrian Timmer, the director of global macro at Fidelity Investments, ahead of this weekend’s Jackson Hole economic symposium. Timmer says that right now, the Federal Reserve and the market have differing views on how the schedule of rates hikes will […]
Bill Kennedy, a portfolio manager at Fidelity investments, spoke to Henry Blodget about how international markets may be the place to be after years of underperforming the US. This is due to better earnings clarity overseas, which improves the environment for stock pickers. He points out the low valuations for […]