Jurrien Timmer
@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.
Joined December 2014
1.4K Following 231.9K Followers
Correlations are on the move, and the pressure on AI stocks is pulling down the stocks/bonds correlation, even though the stocks/oil correlation remains deeply negative. Growth concerns are overshadowing inflation/rates concerns for now.
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