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Jurrien Timmer: Investment clock shifts to tighter financial conditions

Jurrien Timmer: Investment clock shifts to tighter financial conditions
Earnings pressure as financial conditions tighten

Jurrien Timmer observes a shift in his investment clock from the 9-12 o’clock quadrant, where rising earnings are amplified by easy financial conditions, to the 12-3 o’clock quadrant, where rising earnings are constrained by tightening financial conditions.

He indicates that both the 2017-18 and 2021-22 periods are being closely tracked to monitor these shifts.

Timmer has previously applied power law math to forecast Bitcoin reaching $300,000 by 2029, citing structural trends in digital assets in an earlier note. He also commented on the Federal Reserve's challenge as markets press for higher interest rates, affecting borrowers more than the government in a recent analysis. These views inform his broader approach to monitoring cyclical economic and market patterns.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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