Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy

Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.

Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.

Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.

Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.

Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new managed futures fund. Recorded on July 21, 2025.

Dirk Hofschire, CFA, and Lars Schuster unpack the latest market trends, economic expansion signals, job market strength, Fed policy, interest rates, and the impact of global tariffs. Recorded August 6, 2025.

Denise Chisholm shares key tech insights with Adam Benjamin, Fidelity portfolio manager and industry expert, as they discuss AI, overlooked opportunities, and what’s ahead for the sector in this dynamic discussion. Recorded June 26, 2025.

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.

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.