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There's reason for long-term market optimism, Fidelity's Timmer says

There's reason for long-term market optimism, Fidelity's Timmer says Jurrien Timmer, director of global macro at Fidelity Investments, and David Lebovitz, global market strategist at J.P. Morgan Asset Management, join "Squawk Box" to discuss the markets as investors remain on record watch with the Dow and S&P 500 less than a percent away from new highs.

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