Fidelity’s Jurrien Timmer says the investment clock is shifting to a tighter regime, with rising earnings now constrained by financial conditions rather than boosted by easy money. He is tracking parallels with the 2017-18 and 2021-22 periods.
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Fidelity’s Jurrien Timmer says the investment clock is shifting to a tighter regime, with rising earnings now constrained by financial conditions rather than boosted by easy money. He is tracking parallels with the 2017-18 and 2021-22 periods.
Latest documented BWB result
$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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