Jurrien Timmer
@TimmerFidelity
Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.
加入 December 2014
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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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