Viewpoints & Commentary

 

 

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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