Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
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Jurrien Timmer @TimmerFidelity · 2026-10-20 22:25中性Oil prices are on the move again, with the Brent forward contract making steady new highs to $92/bl. That’s inflationary and should cause yields to climb further, but for now at least this “rate scare” is starting to get offset by a “growth scare” in the f
Jurrien Timmer @TimmerFidelity · 2026-10-20 19:02中性It promises to be another eventful week as a confluence of developments comes head-to-head. It’s a tug-of-war and it will be interesting to see which “scare” wins. Hopefully, it’s neither. Let’s explore. https://t.co/oORNk5zvjD
Jurrien Timmer @TimmerFidelity · 2026-10-16 21:56看多And Bitcoin? A new 4-year cycle bull market could be underway, based on its power law patterns. There doesn’t seem to be a narrative, but then again, bull markets rarely start with one. https://t.co/trJJ2giWdh
Jurrien Timmer @TimmerFidelity · 2026-10-16 16:01中性Gold and Bitcoin both remain in holding patterns. Below is gold, which has seen steady inflows but continues to be held down by a deceleration in global liquidity growth (per the tightening in financial conditions mentioned earlier). https://t.co/IYrjeOvTC
Jurrien Timmer @TimmerFidelity · 2026-10-16 01:04中性Both commodities and managed futures have continued to shine as diversifiers, namely 1-5 year TIPS. As an asset class, they are much less correlated to bonds than the regular TIPS index and have little correlation to equities. https://t.co/brvtZ9QZrU
Jurrien Timmer @TimmerFidelity · 2026-10-15 21:39看多For now, I am giving this cyclical (and secular) bull the benefit of the doubt, assuming (hoping?) that the stellar earnings momentum is not about to mean-revert. I suspect that the “melt-up” phase of this bull (since April 2025) may have ended in early Ju
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