Jurrien Timmer(@TimmerFidelity):With bonds providing a port in the storm for now, it’s a reminder that bonds have become a viable asset class again, regardless of their sometimes-lacking anti-correlation credentials. They may not continue to be that port in the storm for long, but at least we are getting paid to take the risk (via high real yields).

Jurrien Timmer

@TimmerFidelity

Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.

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Jurrien Timmer@TimmerFidelity

2026.10.30 19:23

With bonds providing a port in the storm for now, it’s a reminder that bonds have become a viable asset class again, regardless of their sometimes-lacking anti-correlation credentials. They may not continue to be that port in the storm for long, but at least we are getting paid to take the risk (via high real yields).