LONG-HORIZON MACRO
Jurrien Timmer
Fidelity Director of Global Macro. Long-horizon chart threads on valuation, earnings and cycles.
VIEWS 1
LAST PUBLISHED 5H AGO
Catch-Up
Gold is building momentum as a defensive allocation within diversified portfolios, supporting a constructive near-term outlook for bullion alongside equities.
At Generation 1 Bullish · 0 Neutral · 0 Bear
Mix By Horizon
1 Week
0 BULL 0 NEUT 0 BEAR
1 Month
1 BULL 0 NEUT 0 BEAR
1 Year
0 BULL 0 NEUT 0 BEAR
New Views
GLD
BULLISH
Gold is building momentum within diversified portfolios, supporting a constructive outlook for bullion as a defensive allocation alongside equities. MonthA daily catch-up of talking heads, in fifteen minutes.
Current Views
ANALYSTDIRECTIONTOPICSUMMARYHORIZONFRESH
Jurrien Timmer LONG-HORIZON MACRO BULLISH Moderate
GLD Gold is emerging from a bottom and showing improving long-horizon momentum following a prior period of sustained weakness. DIRECTION ONLY
Year 5hGold is emerging from a bottom and showing improving long-horizon momentum following a prior period of sustained weakness.
Jurrien Timmer LONG-HORIZON MACRO BULLISH Moderate
GLD Gold is building momentum within diversified portfolios, supporting a constructive outlook for bullion as a defensive allocation alongside equities. DIRECTION ONLY
Month 16hGold is building momentum within diversified portfolios, supporting a constructive outlook for bullion as a defensive allocation alongside equities.
Wordcloud
Direction By Day
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| GLD | · | · | · | · | · | · | · | · | · | · | · | · | · | ▲ |
Sentiment Heatmap
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
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| GLD | · | · | · | · | · | · | · | · | · | · | · | · | · | ▲ |
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