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Market Pulse | High-signal updates for investors and operators

Market PulseGlobalDaily high-signal market updates for investors and operatorsShowing 2 of 2

Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market PulseGlobalShowing 2 of 2

VISION2026 | Big picture views: What’s driving markets now – Jurrien Timmer | 25 Sept 2026 | FidelityConnects

**1. Executive Briefing (TL;DR)** - **Cyclical Bull Market Maturity:** S&P 500 is in month 46 of a cyclical bull market (+124% gain over 45 months, third-highest in 50 years); however, earnings growth momentum is reaching a peak rate of change, signalling a transition into a flatter, lower-beta phase [[00:01:33](https://youtu.be/Xx3w7ZXye54?si=13kM0k1JtwQGx-0a&t=1m33s)]. - **The "Mag 7" Era Transition & Market…

Sep 27, 2026·Macro / Economics

Jurrien Timmer's global macro view – September 21, 2026 | Fidelity Canada

**1. Executive Briefing (TL;DR)** - **Oil Supply Stress Echoes:** The oil market disruption originating 6 months prior continues to tighten global supply, directly placing upward pressure on bond yields and weighing down broader equity markets [[01:55](http://www.youtube.com/watch?v=S2svgBXfAuE&t=01m55s)]. - **Negative Stock-Oil Correlation:** S&P 500 and crude oil maintain a strong negative correlation (-59%),…

Sep 25, 2026

·Macro / Economics

Fidelity Macro / Economics Markets & Investments

+22 more tags

Monetary Policy Outlook / Update

VISION2026 | Big picture views: What’s driving markets now – Jurrien Timmer | 25 Sept 2026 | FidelityConnects

1. Executive Briefing (TL;DR)

Cyclical Bull Market Maturity: S&P 500 is in month 46 of a cyclical bull market (+124% gain over 45 months, third-highest in 50 years); however, earnings growth momentum is reaching a peak rate of change, signalling a transition into a flatter, lower-beta phase [00:01:33].
**The "Mag 7" Era Transition & Market…

View Full Article

UJ

Sep 27, 2026

Fidelity Macro / Economics Markets & Investments

+11 more tag

Outlook / Update

Jurrien Timmer's global macro view – September 21, 2026 | Fidelity Canada

1. Executive Briefing (TL;DR)

Oil Supply Stress Echoes: The oil market disruption originating 6 months prior continues to tighten global supply, directly placing upward pressure on bond yields and weighing down broader equity markets [01:55].
Negative Stock-Oil Correlation: S&P 500 and crude oil maintain a strong negative correlation (-59%),…

View Full Article

UJ

Sep 25, 2026