Market Insights

Fidelity Investments

Hear Fidelity’s insight on the current market and global economy. For legal info go to go.fidelity.com/legal

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8 episodes
Updated July 15

Episodes8

Newest first

July 15 · 11 min
Market Insights: Breaking the Late Cycle Myth
Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skepticism may signal more runway ahead. Recorded on June 23, 2026. View transcript: htt
June 18 · 11 min
Market Insights: Hawkish Fed or Healthy Growth?
Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may be more resilient than investors think. Recorded on May 26, 2026. View transcript:
May 4 · 12 min
Market Insights: Oil Prices and Market Expectations
Denise Chisholm explores oil price shocks, market expectations, and valuation signals—showing how today’s economy and equity markets differ from past periods of volatility. Recorded on April 21, 2026.
April 3 · 14 min
Market Insights: Geopolitics, Oil, and the Tech Reset
Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportunities may lie. Recorded on March 12, 2026. <br/> Read the <a href=https://media.fidel
March 23 · 17 min
Market Insights: How Geopolitics Are Shaping 2026
Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5. Download the full transcript: https://media.fidelity.c
March 10 · 13 min
Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter
Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what today’s conditions may mean for equity opportunities. Recorded Feb. 2, 2026.
February 23 · 15 min
Market Insights: What’s Driving Market Rotation in Early 2026
Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.
Dec 16, 2025 · 16 min
Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification
Markets soared in 2025, driven by global equities, AI investment, and consumer resilience. Lars Schuster and Dirk Hofschire share key takeaways and what these trends could mean for investors heading into 2026. Recorded on Dec. 4, 2025.

Market Insights

Market Insights: Breaking the Late Cycle Myth

Market Insights: Hawkish Fed or Healthy Growth?

Market Insights: Oil Prices and Market Expectations

Market Insights: Geopolitics, Oil, and the Tech Reset

Market Insights: How Geopolitics Are Shaping 2026

Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter

Market Insights: What’s Driving Market Rotation in Early 2026

Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification