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 landing in China could sour the global earnings picture and price down worldwide stock prices. He also mentions the possibility of the Fed tightening faster than they have previously indicated, or not matching investor expectations.
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