The market is about to reach an inflection point — here’s how to predict which way it’s going to go
Business Insider -

Fidelity director of global macro Jurrien Timmer says valuations will continue to compress due to pressures from anti-trade policies and where we are in the economic cycle.

If earnings growth stays in the 17-20% range moving forward, you can have what Timmer calls a "benign valuation reset" where valuations compress and stock prices go up. 

This is an important earnings season to watch as it is the first quarter since the corporate tax cuts. Timmer will be looking for companies to deliver the...


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