Jurrien Timmer says this market cycle is driven by strong earnings, improving margins, tight credit spreads and a robust economy. He warns that investor overcon

BWB News TV • 2026-08-04 19:36 UTC • By Billy Odell Tucker-Robinson

Jurrien Timmer says this market cycle is driven by strong earnings, improving margins, tight credit spreads and a robust economy. He warns that investor overconfidence and rising term premia remain key risks.

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