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Podcast: Inflection Point
Episode: Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer
Description: To view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg--On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current "liquidity limbo" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loosen whilst the bears foresee an earnings decline, more Fed tightening and a continued tightening of financial conditions.Jurrien walks through both the bull and bear...