Jurrien Timmer's global macro view – May 5, 2025
U.S. equity markets are under pressure this morning following further tariff threats by President Trump. But as today's guest notes, we’ve now seen twice that sharp market selloffs have prompted the administration to retreat from its more extreme tariff measures. What clues might this tell us about spreads? And with a Federal Reserve announcement this week, might policymakers have no option but to stay on hold? Joining the show today to unpack the macro themes on his radar, and to set you up for the trading week ahead is Fidelity Director of Global Macro, Jurrien Timmer.
Recorded on May 5, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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30:49
Analyst perspectives: Tariffs on energy and transport sector – Jin Hwang and Payton Liske
Tariffs top the worry list as earnings season kicks into high gear. In the industrials and energy sectors, leaders point to rising input costs and choppy demand, both driven by tariff uncertainty. How are today's guests navigating the noise, and still finding pockets of growth? And why might today’s environment be the perfect storm for long-term opportunity? Joining the show today for a closer look at how tariffs are impacting the global energy and U.S. industrials sectors are Equity Research Analysts Jin Hwang and Payton Liske.
Recorded on May 2, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
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30:14
April ICYMI: Top market stories and surprises
We're now into May, and April had no shortage of headlines with several major stories playing out globally. Tariffs and trade wars continue to be top of mind, as was an election for us Canadians. This episode will be reflecting on the month of April featuring clips from our Fidelity Connects and Upside webcasts. This show was initially presented as a live webcast of The Upside, our investor webcast.Â
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Second-quarter capital markets playbook – Andrei Bruno
Election Day was earlier this week. After months of leadership uncertainty, Canadians now have a leader with a clear mandate. What might this mean for investors and future interest rate decisions? And as we close out the second quarter, what can recent flows tell us about investor sentiment? Joining the show today to discuss the second quarter in review, and for a look at what’s unfolding and how it may impact your portfolio, is Fidelity Director of ETFs, Andrei Bruno.
Recorded on April 28, 2025.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.
For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics’ Advisor Digital Experience Study.
Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.
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