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%), making oil, bond yields, and stocks effectively "one single trade" [02:42].
References
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