Jurrien Timmer (@timmerfidelity) 's Twitter Profile
Jurrien Timmer

@timmerfidelity

Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. fidelity.com/socialAM

ID: 2918307101

linkhttp://www.fidelity.com calendar_today12-12-2014 19:50:49

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Jurrien Timmer (@timmerfidelity) 's Twitter Profile Photo
Jurrien Timmer
@timmerfidelity

a month ago

with Q2 earnings season now behind us, we can see that the quarter produced the customary 300-500 bps bounce. Q2 earnings are 13.3% higher than a year ago. Pretty good. We remain in that phase of the market cycle where earnings are now doing the heavy lifting, while valuation

with Q2 earnings season now behind us, we can see that the quarter produced the customary 300-500 bps bounce. Q2 earnings are 13.3% higher than a year ago. Pretty good. We remain in that phase of the market cycle where earnings are now doing the heavy lifting, while valuation