Market Insights podcast

Market Insights: Hawkish Fed or Healthy Growth?

18.6.2026

Market Insights

0:00

11:46

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

Flere episoder fra "Market Insights"

Rising bond yields and a broadening market
16.9.2026
35:35
What could rising bond yields mean for investors and where might opportunities exist outside of mega-cap stocks? Denise Chisholm is joined by Brad Pineault on this episode of Market Insights. Recorded September 1st, 2026. View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/679/378/Market-Insights-Podcast_Sept-2026.pdf
Market Insights: Breaking the Late Cycle Myth
15.7.2026
11:10
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: https://media.fidelity.com/assets/Fidelity.com_VMS/561/742/Denise_Monthly_Market_Insights_Podcast_Vodcast_JUNE_2026.pdf
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Market Insights: Hawkish Fed or Healthy Growth?
18.6.2026
11:46
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
4.5.2026
12:45
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
3.4.2026
14:51
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
23.3.2026
17:57
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
10.3.2026
13:55
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
23.2.2026
15:14
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
16:04
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
19:26
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.

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