Viewpoints & Commentary
January 11, 2023 USA TODAY Medora Lee
TUE, JAN 10 2023 PERSONAL FINANCE CNBC.com
Yahoo.com BYTRISTAN BOVE December 19, 2022
A soft landing is the best-of-all-worlds outcome for the economy.
ABC News - ByMax Zahn December 13, 2022
Investors had few places to hide in the third quarter.
10/19/2022 FIDELITY VIEWPOINTS
TUE, OCT 25, 2022
Sarah O’Brien@SARAHTGOBRIEN, CNBC.com
WED, OCT 26, 2022
Elliot Smith@ELLIOTSMITHCNBC, CNBC.com
– 08/29/2022
BY DIRK HOFSCHIRE, CFA, SVP; JACOB WEINSTEIN, CFA, RESEARCH ANALYST, ASSET ALLOCATION RESEARCH; LISA EMSBO-MATTINGLY, DIRECTOR; AND CAIT DOURNEY, ANALYST
Here's what's in the new law and what it might mean for investors.
FIDELITY VIEWPOINTS – 08/17/2022
06/22/2022 FIDELITY VIEWPOINTS
Not yet, says Jurrien Timmer. But investors should keep their eyes on earnings.
06/15/2022 FIDELITY VIEWPOINTS
April 21, 2022 By Greg Robb
April 21, 2022 By Xavier Fontdegloria
April 21, 2022 By Jeffry Bartash
April 21, 2022 By Xavier Fontdegloria
Valuations and earnings are pointing to a modest stretch ahead for stocks.
• BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO),
• FIDELITY VIEWPOINTS – 02/09/2022
Here are 3 reasons why inflation may soon slow—and value stocks could shine.
• FIDELITY VIEWPOINTS – 02/09/2022
The worst of the market's decline may be over. Now we could be in a holding pattern.
• BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO),
• FIDELITY VIEWPOINTS – 02/02/2022
What history tells us about pullbacks and how to navigate the ups and downs.
• FIDELITY VIEWPOINTS – 01/28/2022
Despite the strong year for stocks in 2021, markets have confidently priced in some negative trends gathering more momentum in 2022 which may help markets, should trends reverse.
December 20, 2021 By Jeffrey Kleintop, Charles Schwab Market Commentary
The year ahead may be noteworthy for being more “normal”–still growing, just slower.
December 17, 2021 By JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), FIDELITY VIEWPOINTS
December 17, 2021 By By Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones
October 11, 2021| Cabotwealth by Brad Simmerman
Oct. 2, 2021 Marketwatch By Andrea Riquier
September 7, 2021 Yahoo Finance - Jonathan Garber
September 2, 2021| Cabotwealth -by Nancy Zambell
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
September 08, 2020 By Liz ANN Sonders
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
