Viewpoints & Commentary

 
 
BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
– 07/21/2021  FIDELITY VIEWPOINTS 
 
 
VAnguard INSIGHTS JULY 6, 2021
 
 
Keep an eye on skills shortages, consumers’ wallets and the market’s expectations.
– 05/31/2021 Fidelity Insights BY JAMES MACKINTOSH, THE WALL STREET JOURNAL 
 
 
Inflation has been on everyone's mind, but 70s-style inflation may not be inevitable
05/19/2021 FIDELITY VIEWPOINTS -BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO)
 
April 29, 2021| by Mike Burnick Cabot Wealth
 
 
Whether you get a check, and other benefits, depends on one tax calculation.
– 03/11/2021  FIDELITY VIEWPOINTS 
 
 
Follow best practices for safeguarding information to avoid scams.
FIDELITY VIEWPOINTS – 02/17/2021 
 
 
Before you move during the COVID pandemic, think through the financial implications.
FIDELITY VIEWPOINTS – 02/17/2021 
 
 
1-12-2021  Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update. 
 
 
1-5-2021  Fidelity Investments   Most global economies enter 2021 in early-cycle recoveries, with a prospective economic reopening likely to lead to a broadening expansion as the year unfolds.
 
 
 
Published: Jan. 27, 2021 By Victor Reklaitis and Robert Schroeder

 

There’s a lot still up in the air in these 5 key personal finance areas.
01/11/2021   FIDELITY VIEWPOINTS 
 
 
Can the recovery continue amid new lockdowns and surging COVID cases?
01/08/2021   By Jurrien Timmer, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), FIDELITY VIEWPOINTS 

 

 

 

 

Can the Economic Recovery Continue?

Yes, but rising COVID cases may slow the comeback. Continued fiscal stimulus is key.

11/24/2020 -By Dirk Hofschire, CFA, SVP; Jacob Weinstein, CFA, Research Analyst, Asset Allocation Research, Lisa Emsbo-Mattingly, Director, And Jenna Christensen, Research Associate 

 

The recovery could depend on government spending.
11/10/2020 FIDELITY VIEWPOINTS BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO)
 

The election, COVID, and markets

Hopes for more stimulus may be sustaining markets through political tumult.

10/7/2020 FIDELITY VIEWPOINTS  By: Jurrien Timmer

 

Schwab Market Perspective: Rotation 

September 11, 2020 By Lizz Ann Sonders, Jeffrey Kleintop, Kathy Jones

 

Crossroads: Shifting Tides in Stock and Labor Markets

September 08, 2020 By Liz ANN Sonders

 

Keep Market Ups and Downs in Perspective

Focus on your long-term goals to get through short-term volatility. 09/08/2020  Fidelity Viewpoints - By Jurrien Timmer, Director of Global Macro For FMRCO

 

08/25/2020 Fidelity Viewpoints - By Jurrien Timmer, Director of Global Macro For FMRCO
 

Do Asset Allocation and Diversification Still Work?

By Carrie Schwab-Pomerantz  08/05/202

 

Is there a mega-cap bubble in stocks?

By Jurrien Timmer, Director of Global Macro For Fidelity Management & Reaserch Company  08/04/2020

 

U.S. Dollar Outlook: What Could a Weaker Dollar Mean for Your Portfolio?

By Kathy Jones 7/30/2020

 

 
Does the economic reality match the hopes of the stock market?
       FIDELITY VIEWPOINTS – 07/28/2020 BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
 
TUE, JUL 7 20208:  Scott Cohn    CNBC.com
 
Learn what history suggests, but with one big difference today: Fed policy.
06/23/2020   BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), FIDELITY VIEWPOINTS 
 

Assessing the stock market after one of the fastest declines and subsequent comebacks in history

PUBLISHED SAT, MAY 16 20208:43 AM EDT
Michael Santoli@MICHAELSANTOLI
 
Stock prices often move before fundamentals—especially if the Fed's involved.
05/13/2020  BY JURRIEN TIMMER, -FIDELITY VIEWPOINTS 
 
Fiscal and monetary intervention help now, but may eventually slow growth.
BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), FIDELITY VIEWPOINTS .–04/20/2020 
 

COVID-19: What's next for stocks?

BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
FIDELITY VIEWPOINTS – 03/30/2020 
 
Financial Planning.com By Ed Slott March 27, 2020
 

9 things to know about the COVID-19 stimulus bills

FIDELITY VIEWPOINTS – 03/27/2020
 

Major changes in RMDs and retirement contributions in $2T stimulus plan

financial-planning.com  By Ed Slott  March 27, 2020, 10:55 a.m. 
 
Fobes -- Sarah Hansen Forbes Staff
 

Rate cuts, viruses, and markets

What will the Fed's quick rate cut mean for investors?
Fidelity Viewpoints – 03/04/2020 

 

Coronavirus and stocks in perspective

Government stimulus could help brighten the economic and stock market outlook.
BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), FIDELITY VIEWPOINTS – 03/04/2020

 

TUE, MAR 3 20205:19 PM EST
Jeff This email address is being protected from spambots. You need JavaScript enabled to view it. @JEFFCOXCNBCCOM
 

Here’s what China agreed to buy from the US in the phase one trade deal

CNBC.COM  WED, JAN 15 2020 8:14 PM EST
Thomas Franck@TOMWFRANCK
 
 
JANUARY 8, 2020 • JEREMIAH BARLOW
 
 
New legislation aims to improve retirement security for many Americans.
FIDELITY VIEWPOINTS 
– 01/02/2020 
 

Markets may be shaken by world events but it always comes back to fundamentals.

BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
FIDELITY VIEWPOINTS 
– 01/03/2020 
 
 

2020 outlook: Keep an eye on earnings

The business cycle is in the late phase, but slow and steady growth could continue.
BY DIRK HOFSCHIRE, CFA, SVP; LISA EMSBO-MATTINGLY, DIRECTOR; JACOB WEINSTEIN, CFA, RESEARCH ANALYST, ASSET ALLOCATION RESEARCH AND CAIT DOURNEY, ANALYST 
– 01/08/2020 
 

 

By Liz Ann Sonders 12-11-19
 
 
Source .vanguard.com/insights
 

What will it take to push stocks higher?

BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
FIDELITY VIEWPOINTS – 10/02/2019
 

Markets: Late cycle and more volatile

BY DIRK HOFSCHIRE, CFA, SVP; LISA EMSBO-MATTINGLY, DIRECTOR; JACOB WEINSTEIN, CFA, RESEARCH ANALYST, ASSET ALLOCATION RESEARCH AND CAIT DOURNEY, ANALYST – 09/24/2019
 

Stocks are poised to hit another record this week, yet investor mood has darkened

Mon, SEP 9 2019  Michael Santoli
 

Chop, Chop, Chop: Stocks’ Choppy Behavior Around Trade News

Sept 9, 2019 By Liz Ann Sonders
 

As Congress Returns, What Should Investors Be Watching For?

Sept. 6, 2019 By Michael T Townsend
 

Schwab Market Perspective: Storm Clouds Building

August 30, 2019 By Liz Ann Sonders, Jeffrey Kleintop, Brad Sorensen
 

Recession signal could put more pressure on the Fed to keep cutting rates

PUBLISHED WED, AUG 14 2019
Jeff Cox
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