Yurian Timmer
speaker
8 appearances
2 recordings
1 series
first heard May 2026
last heard 26 May
Yurian Timmer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 2.
Appearances
860 percent fueled by demand for those ai memory chips here is yurian timmer director of global macro at fidelity the markets have been riding sort of both tails right we've been in a world where uh the middle of the bell curve distribution really hasn't been uh doing very much and so it's the left tail of
Higher rates coming from higher inflation, coming from a long-term bottleneck in the supply of oil, which, of course, has been a big theme in recent weeks.
And then the right tail, of course, is the big capex boom, the AI boom.
Earnings have just gone vertical.
Bloomberg News Now · US-Iran Clash Near Hormuz, Stocks Jumps to New Record, More · 26 May 2026
podcast
860 percent fueled by demand for those ai memory chips here is yurian timmer director of global macro at fidelity the markets have been riding sort of both tails right we've been in a world where uh the middle of the bell curve distribution really hasn't been uh doing very much and so it's the left tail of
Higher rates coming from higher inflation, coming from a long-term bottleneck in the supply of oil, which, of course, has been a big theme in recent weeks.
And then the right tail, of course, is the big capex boom, the AI boom.
Earnings have just gone vertical.
Showing 1–8 of 8