Market Insights

Episod

• Market Insights: Hawkish Fed or Healthy Growth? 18.06.2026 11min

  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: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Market-Insights-Podcast_May2026.pdf
• Market Insights: Oil Prices and Market Expectations 04.05.2026 12min

  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.
• Market Insights: Geopolitics, Oil, and the Tech Reset 03.04.2026 14min

  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. Read the full transcript
• Market Insights: How Geopolitics Are Shaping 2026 23.03.2026 17min

  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.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf
• Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter 10.03.2026 13min

  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.
• Market Insights: What’s Driving Market Rotation in Early 2026 23.02.2026 15min

  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.
• Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification 16.12.2025 16min

  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: Tech Leadership, Sentiment Signals, and the Quant Edge 11.12.2025 19min

  Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Recorded Nov. 20, 2025.