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![TimmerFidelity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2918307101.png) Jurrien Timmer [@TimmerFidelity](/creator/twitter/TimmerFidelity) on x 201.8K followers
Created: 2025-07-02 13:40:17 UTC

There is some room for earnings to pick up steam here if the tariff tantrum is really behind us and the BBB unleashes a fiscal boom.

Credit spreads seem agree with the above, with both investment grade and high yield spreads back near the February tights. A potential divergence is looming between spreads and equities, so that bears watching.

![](https://pbs.twimg.com/media/Gu20MGsWAAAR6CS.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940405165862932920/c:line.svg)

**Related Topics**
[steam](/topic/steam)
[stocks](/topic/stocks)
[investment](/topic/investment)
[bbb](/topic/bbb)
[tariffs](/topic/tariffs)

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