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Macro Minute: Week of September 23, 2024

I have been seeing Jurrien Timmer a lot lately and he always has interesting charts. He was on The Compound and Friends last week and gave some perspective that I thought was unique. As background, Jurrien is the director of Global Macro at Fidelity Investments. Let’s dig into his charts and the major takeaways. 

To begin with, let’s look at the current bull market compared to the past bull markets. 

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