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Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity

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Exploring the U.S. Corporate Profit Cycle and Market Trends

This chapter examines the historical trends of U.S. corporate profits from 1970 to the present, focusing on the interplay between profit cycles, stock market fluctuations, and tariff changes. It distinguishes between cyclical and secular margins, and discusses the enduring super cycle that has contributed to rising profit margins over nearly two decades.

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