Market Insights

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.

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.

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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

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.

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.