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Jurrien Timmer: The Trade For A 2023 Recession

The Macro Trading Floor

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The Macro Trading Flow

The guest of the week was jurian Timmer global macro at fidelity investments and jurian was with us talking about this macro narrative. What is models are pointing to for 2023 and rest We recorded on the 7th of december 2022 and jurian effectively wants to be long Five-year interest rates five-year bonds in the us easy way to do it Plenty of liquid ETFs, but I need to ask you mate What do you make of buying five-year Bonds right now?

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