Market Insights: Tariffs, Labor Markets, and U.S. Economic Health

Dirk Hofschire, CFA, and Lars Schuster unpack key market drivers—from U.S. equity rebounds to global gains and a weaker dollar. They also look ahead: What risks and opportunities lie in the second half of 2025? Recorded June 4, 2025.

In this episode, Denise Chisholm analyzes why lower energy prices are fueling stronger earnings growth in the tech sector, and is joined by portfolio manager, Alex Zavratsky, to discuss international fund strategies. The episode was recorded on May 22, 2025.

Dirk Hofschire, CFA, and Lars Schuster discuss ongoing market volatility, including U.S. tariff policies, a big market correction, nearly plunging to bear market territory, and much more in this episode recorded on May 5, 2025.

Denise Chisholm and Mark Dibble, Senior Technical Strategist at Fidelity, discuss historical implications of bear markets and highlight the Fidelity chart room, a market history repository. This episode was recorded on April 22, 2025.

In this episode, Denise Chisholm is joined by Bobby Barnes, Head of Fidelity's Quant Index Solutions, to discuss the latest market volatility and investing insights on dividend yield strategies. This episode was recorded on March 31, 2025.

In this episode, Denise Chisholm is joined by Matt Reed, financial analyst and fund manager at Fidelity, to discuss the current equity market backdrop and some highlights of the financial sector. This episode was recorded on February 28, 2025.

Dirk Hofschire, CFA, and Lars Schuster, discuss the flurry of news effecting markets so far in 2025, what factors are contributing to market volatility, and how this potentially impacts investors. This episode was recorded on March 4, 2025.

Dirk Hofschire, CFA, and Lars Schuster discuss market trends they’re seeing so far in 2025, recent U.S. tariffs, state of the labor market, and overall health of the U.S. economy. This episode was recorded on February 5, 2025.

In this episode, Denise Chisholm is joined by Rahul Bhargava, systematic credit analyst and portfolio manager at Fidelity. This episode was recorded on January 29, 2025.

Denise Chisholm looks at the current equity market backdrop and is joined by Jennifer Fo, manager of Fidelity's Advisor Small Cap Fund, as the two discuss their insights on small caps on this episode recorded November 21, 2024.